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Manage Billing Customers

A billing customer is anyone you invoice — a contact, developer, partner, or company — along with the name and address that should appear on the invoice. Keep this list current and the right details land on every invoice automatically, instead of being retyped each time.

Entry pointFinance → Payments

Billing customers live on the Customer tab.

Article summaryDetails
Best forManagers and admins who maintain billing records
Main outcomeAccurate customers available to select on invoices
RolesManager, admin, finance owner
RequiresPermission to manage billing customers
Related reportsBilling reporting by customer

Before You Start​

You'll need three things:

  • A role that can view and manage billing customers.
  • The customer type: Contact, Developer, Partner, or Company.
  • The billing name and address.

Find a Customer​

  1. Open Finance → Payments and select the Customer tab.
  2. Use Search customers to find a record by name.
  3. Use Filter to narrow the list.

The Customer tab with the search box and filter, showing the billing customer list with Name, Email, Reference Type, City, Country, and Tax Number columns (personal details redacted).

Use Customers on Invoices​

When you create an invoice, you choose a customer type (Contact, Developer, Partner, or Company) and search for the customer. Keeping this list current means the right name and address appear on the invoice automatically. If a customer is missing, add it with + Add while creating the invoice.

Common Issues​

IssueWhat to check
Customer is missing from searchConfirm the name and type, then use + Add on the invoice
Wrong address on an invoiceUpdate the customer record, then reselect it
Cannot manage customersConfirm your role can manage billing customers

If the Customer tab is hidden or you can see customers but not edit them, ask your admin — managing billing records is usually limited to finance roles.

Contact Brixi support if a customer exists on the Customer tab but can't be found or selected when you create an invoice — check the customer type matches first, since a Contact won't appear under a Company search. Include the customer name, its type, and a screenshot.

Reporting Impact​

Billing customers group invoices by who is billed. Clean customer records keep billing-by-customer reporting accurate.

Related articlesInvoice a Customer and Track PaymentFinance Overview
Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.