Add and Manage Customers

Customers in Midday store the information you need for invoicing and tracking work.

Add a customer

1. Go to Customers
2. Click Add customer
3. Enter their details:
   • Name: Business or individual name
   • Email: For sending invoices
   • Address: For invoices (optional)
   • VAT number: For tax purposes (optional)
   • Contact person: Who to address (optional)
4. Save

Customer details

Required

• Name: How you identify them
• Email: Where invoices are sent

Optional

• Address: Appears on invoices
• Country: For currency and tax handling
• VAT number: For EU/international tax compliance
• Contact person: Individual's name at the company
• Website: For reference
• Notes: Internal notes

Customer enrichment

Midday can automatically enrich customer profiles:

1. Add a customer with their email domain
2. Click Enrich
3. Company info is pulled automatically (when available):
   • Logo
   • Address
   • Industry
   • Company size

Edit a customer

1. Go to Customers
2. Click on the customer
3. Edit their details
4. Save

Changes apply to future invoices. Past invoices keep their original details.

Delete a customer

Customers can only be deleted if they have no invoices or projects. To remove:

1. Delete or reassign any invoices
2. Remove from any projects
3. Then delete the customer

Usually it's better to just keep old customers for records.

Using customers

Once added, customers appear in:

• Invoices: Select when creating an invoice
• Projects: Link projects to customers
• Reports: Filter by customer

Tips

• Add customers before your first invoice to them
• Keep email addresses current for delivery
• Use notes for payment preferences or special terms