Add and Manage Customers

Customers in Midday store the information you need for invoicing and tracking work.

#Add a customer

1. Go to Customers
2. Click Add customer
3. Enter their details:
   • Name: Business or individual name
   • Email: For sending invoices
   • Address: For invoices (optional)
   • VAT number: For tax purposes (optional)
   • Contact person: Who to address (optional)
4. Save

#Customer details

#Required

• Name: How you identify them
• Email: Where invoices are sent

#Optional

• Address: Appears on invoices
• Country: For currency and tax handling
• VAT number: For EU/international tax compliance
• Contact person: Individual's name at the company
• Website: For reference
• Notes: Internal notes

#Customer enrichment

Midday can automatically enrich customer profiles:

1. Add a customer with their email domain
2. Click Enrich
3. Company info is pulled automatically (when available):
   • Logo
   • Address
   • Industry
   • Company size

#Edit a customer

1. Go to Customers
2. Click on the customer
3. Edit their details
4. Save

Changes apply to future invoices. Past invoices keep their original details.

#Delete a customer

Customers can only be deleted if they have no invoices or projects. To remove:

1. Delete or reassign any invoices
2. Remove from any projects
3. Then delete the customer

Usually it's better to just keep old customers for records.

#Using customers

Once added, customers appear in:

• Invoices: Select when creating an invoice
• Projects: Link projects to customers
• Reports: Filter by customer

#Tips

• Add customers before your first invoice to them
• Keep email addresses current for delivery
• Use notes for payment preferences or special terms