Add and Manage Customers

Store customer details for invoicing and project tracking.

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