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Invoicing Customers

Manage Customers in Thrive for Invoicing

Natalie avatar
Written by Natalie
Updated over a week ago

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.

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