The short version
Add a customer once, from Customers or right in the invoice editor. Their details go onto every invoice, and their own settings win over yours. Turn on the portal to give them one private page with all their invoices and estimates.
Adding a customer
Open Customers and select Add customer, or start typing in the customer box of the invoice editor. Typing an email address puts it in the email field of the new customer, anything else becomes the name.
Choose whether you invoice a person or a business. A new customer starts as the kind you picked last. The country decides the address fields: in Germany, for example, the postal code comes before the city and there is no region.
What a customer holds
A name, an email address for the invoices, a phone number, the billing address and, for a business, a tax number. For a VAT number in the EU, TimelyDo asks the EU register and shows whether it could be confirmed. Internal notes are only for you.
| Field | Used for |
|---|---|
| Name and address | The Bill to block of every invoice |
| Where invoices, reminders and receipts are sent | |
| Tax number | Printed under the address, needed for many business invoices |
| Invoice language | The email, the PDF and the invoice page, in English or German |
Their own settings
Under Tax and preferences a customer can have their own invoice currency, payment terms, hourly rate and look. Empty means your defaults from Invoice settings are used.
The currency list suggests your default and the currency of their country first. Their hourly rate is used when you add hourly work for them, and when you bill logged time without typing a rate. Their look is the template and colour their invoices start with, including a colour of your own.
Billing contacts
A business often wants invoices to reach more than one person. Add up to 5 billing contacts and they get a copy of each invoice: the send dialog puts them in Copies, where you can still change them for one email.
The customer page
Opening a customer shows their details, what they still owe and what you billed in total per currency, and their latest invoices. Each invoice opens its own page, a draft opens in the editor. New invoice starts an invoice with the customer already chosen.
Archiving a customer
Archive a customer you no longer work with. They leave the list and the editor search, and their invoices stay as they are. Restore brings them back at any time.
The customer portal
The portal is one private page per customer with every invoice and estimate you sent them, never a draft. At the top it shows what is still to pay, per currency. Each row opens the invoice or estimate page, where it can be paid, accepted or downloaded.
Turn it on from the customer page with Turn on the portal. The page is not listed by search engines and records nothing.
Sharing and turning it off
Copy the address and send it yourself, or select Email the link to open your own email app with the link already written in. TimelyDo sends nothing for you here.
New address turns the old address off, for when it reached the wrong person. Turn off closes the portal completely.
FAQ
Can a customer have invoices in two currencies?
Does changing a customer change invoices already sent?
Can the customer pay from the portal?
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