When a new customer places an order with your store or you track an expense from a vendor, their name and information are automatically added to your contacts list.
You can invoice contacts from the dashboard using their profile information, and depending on the circumstances, you can also manually add, edit, or delete a contact profile.
Every time you charge a new customer through one of our native integrations, Quaderno will automatically add the customer and their information to Quaderno.
On this page:
To create a contact, follow these steps:
- Go to the contacts page and click
- Select if the contact is a business or a consumer and fill in the applicable fields.
Want to add multiple customers at once? You can add a bunch of existing customers using the import contacts option!
If a contact profile already exists in Quaderno, then you can edit their information on the contacts page:
- Click the name of the contact profile you want to edit.
- In the dropdown menu, click
- Edit the data fields as needed.
Save changesto confirm your changes to the contact profile's information.
If the contact has been created via Stripe, you'll need to edit the contact directly in your Stripe dashboard.
My customer moved to another country. If I update the country in the contact's file, will tax be calculated correctly on future invoices?
As a best practice we usually recommend creating a new contact, especially if the customer is a business. This way the invoices for two separate legal entities (company in one country and company in another country) are not mixed. If the tax ID changes because of the country change, we would always recommend creating a new contact. In all cases, tax would be calculated based on the new country on future invoices.
My customer has a new tax ID as they changed their company structure or country. Can I edit the tax ID in the contact's file?
If a customer has a new tax ID, this generally indicates a change in legal entity. To avoid mixing invoices for different legal entities in the same invoice history, we recommend creating a new contact with the new tax ID.