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Add or remove a customer

In This Article

Create a customer

You have the opportunity to create a new customer in most workflows throughout the software. 

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Go to Customers.
  3. Click the + Add Customer action in the upper right corner.
  4. Enter your customer's full name (required). 
  5. Enter the primary email address for your customer. An email address is not required to create a customer, but a valid email address is required to send messages and notifications.
  6. Enter the primary phone number for your customer.
  7. Enter the primary address for your customer including street address, zip code, city, and state. Zip code is a lookup function so entering a valid zip code will automatically populate city and state.
  8. Add any key information you need to remember about this customer in the Notes field. Light formatting is available. This is for internal purposes only. Customers cannot see the notes on their profile.
  9. Click Create.

Import a customer list

If you have a list of existing customer list that already exists in another program, you do not need to enter them one at a time. You can email support@project2payment.com and we will upload the list for you.

Fields available for upload are Name, Email, Phone Number, Address (including street, city, and zip), and Notes. Unfortunately, we are not able to add more columns.

Once our support team acknowledges receipt of the request, we will walk you through everything that is needed for a successful import and provide a secure link to upload the list.

Delete a customer

You will find a delete button in the upper right corner of each customer record. This action completely removes the record and cannot be undone.

For data integrity and proper auditing, some items cannot be removed. You can only delete a customer if there are no associated projects, invoices or payments. If the action is not permitted, the button will be greyed out. 

If you have not collected any payments from the customer yet, see Delete Project and Cancel Invoice to determine whether you can update other areas that will allow you to cancel the customer.