The 'Customer' section refers to the main entity you are dealing with, whether it is a property agent, business, or individual. In simple terms, the Customer' section refers to the entity listed on invoices.

You can create and manage all your customers from the 'Customer' section of your account.

To view detailed information about a customer and manage their details, click on an individual customer. This will open their customer profile.

On this screen, you will see a menu of sub-tabs, similar to those in your projects.

The 'Projects' tab displays a list of your projects. You can click on any project to open and view it.

The 'Schedule' tab shows a list of upcoming events with that customer. You can click on these to view further details.

The 'Addresses' tab will display any addresses saved for that customer, along with any access contacts.

The 'Contacts' tab will display a list of your contacts, including primary and secondary contacts. Access contacts will not appear in this section but can be found in the 'Addresses' tab.

The 'Service Plans' section displays any active service plans for that customer. Clicking on a plan will take you directly to that specific service plan within the 'Service Plans' section of your Payaca account.

The 'Settings' section allows you to adjust how files are shared with the customer. By ticking the 'Attach to emails' box, any files you share with that customer will be attached to emails sent through Payaca.

At the top right of the customer profile, you will see analytics that provide a summary of the total and average revenue for that customer.

From this profile, you can add multiple contacts and addresses. This is useful for adding tenant information or details of anyone else who has access to the property.

To add this information, click the 'Addresses' tab.

From this customer edit page, you can add additional contacts and/or addresses.

To edit an address, click on the three dots (circled for reference).

Here, you can edit the address and access contacts listed under the customer. You also have the option to remove addresses and contacts.

For each customer, you can add multiple addresses and specify access contact details. This allows you to provide information for another person who might manage access to that address, such as a tenant, letting agent, or other party.

If you have multiple addresses, use the tick box to designate one address as the billing address for invoicing purposes. Other addresses can be marked as site addresses for projects.

You can also assign a primary contact using the tick box.

To create a new customer click 'Create Customer'.

Fill in the customer's name, email address, telephone number, and address.

When creating a new customer, make sure to add access details. Go to the 'Customer' tab and click 'Add Contact'

Clicking this will open a box that allows you to add an additional name, contact number, email, and a description.

This contact can be used when accessing the property and is particularly useful for rented properties, where tenant details might be stored, for example.

You can add as many access contacts as needed.

A tick will appear next to the 'Primary Contact', indicating that they are the main point of contact for the address.

If you need to amend/change a primary contact, click on the three dots.

Here you can edit, manage or delete primary contacts.

If you want to add additional addresses, head to the 'Addresses' and click 'Add address'.

You can use the automatic feature to choose the address, or enter it manually.

The new address will then appear below the primary address.

If you want to set the new address as the billing address, click on the three dots next to the address.

Click 'Make Billing Address' to apply the change.

If you need to create multiple customers at once, you can bulk-upload them using the import feature. Learn more in our article on 'Importing Your Data'.

To delete a customer, click on the three dots next to the customer.

Press 'Yes, delete' to confirm the deletion of this customer. Please note that this action cannot be undone.