Adding Your First Customer

Every invoice needs a customer. Here is how to add customers to JobsPaid.

Method 1: Added Automatically via WhatsApp AI

When you create an invoice via WhatsApp and include the customer's name and phone number, JobsPaid automatically creates a customer record. No extra steps needed.

Method 2: Add Manually

1. Go to Dashboard → Customers → + Add Customer
2. Enter their first and last name
3. Enter their mobile phone number (with country code for international)
4. Optionally add: email, address, company name
5. Tap Save

Method 3: Add During Invoice Creation

When creating an invoice in the dashboard:

1. Tap the Customer field
2. Tap + New Customer
3. Enter their details
4. The customer is saved and linked to the invoice simultaneously

What Customer Information to Save

Required: Name + phone number (for invoice delivery)

Recommended: Email (for receipt delivery), address (for tax calculation and professional invoices)

Optional: Company name (for commercial clients), notes (e.g., "always pays by check," "prefers morning appointments")

Customer Profiles Save Time

Once a customer is saved, creating future invoices for them takes seconds — just type their name and all their details fill in automatically.

⚡ Tip: Save every customer the first time you work with them, even if it is a one-time job. Repeat work is common in trades, and having their info already in the system saves time later.