Customers can be used internally to organize customer information in one place and assign customers for Invoicing. Customers added to Thrive will not sync to your integration, and Customer information from your integration will not sync to Thrive.
Customer Fields
Name (Required)
Email (Required)
Phone Number
Website
#of Locations
Customer ID
Customer Adress
Internal Notes
Net Terms
Creating Customers
One by One
Go to the Invoices>Customers tab, then click the Create Customer button in the top right corner.
In Bulk
Go to the Invoices>Customers tab, then click the “Actions” button and click Bulk Create Customers.
Download existing Customer information from Actions>Download PDF or CSV.
Things to Note:
Customers created in Thrive do not sync to integrations. Likewise Customer data from integrations do not sync to Thrive.
Customers can also be created during the invoice creation process.