Add a customer

A Customer is anyone you sell your products or services to. In Wave, you can create and send invoices to a customer for the products and services you offer.

If you have a lot of customers to add to Wave, you can bulk import your customers. Learn how in Import a customer list.

Add a customer from the customers page in your web browser

Add a customer while creating an invoice in your web browser

Add a customer in the Wave mobile app

Add a customer from the customers page in your web browser

1. Log in to your account at waveapps.com.
2. On the left navigation menu, click Sales & Payments > Customers.
3. On the top right of the Customers page, click Add a customer.
4. Fill out your customer's information:
   1. Customer is the only required field, where you can enter the name of your customer.
   2. If you’re sending your customer invoices, you should enter in the first and last name of the person you send invoices to, and their email address, in the Primary contact field.
   3. If you have more than one contact detail for your customer, you can add additional names, email addresses, and phone numbers by selecting Add contact below the primary contact.

      Having additional contacts for your customer will allow you to send invoices and receipts to more than one email address at a time, without having to enter the email again.

   4. Currency will match your default currency settings unless you change them. If you choose an alternate currency here, the currency of the invoice will automatically update when you specify the customer.
   5. If you’re sending your customer a physical invoice or product, you can also fill in the Billing and Shipping address sections.
5. Click Save.

Add a customer while creating an invoice in your web browser

1. Log in to your account at waveapps.com.
2. On the left navigation menu, click Sales & Payments > Invoices.
3. Click Create an invoice at the top right of the Invoices page.
4. Click Add a customer in the upper left.
5. Click Create a new customer at the bottom of the dropdown menu.
6. Enter your customer's information in the pop-up box. There are additional tabs like Billing and Shipping within the same box to enter any additional information.
7. Click Save.

Your newly created customer will now be added to your invoice, and will be saved in Wave to use in the future.

Add a customer in the Wave mobile app

1. Log in to the Wave mobile app.

2. Tap Sales on the bottom menu, then tap Customers in the submenu.

   To add a new customer while creating an invoice, tap Invoices at the bottom, tap the + icon at the top right to create a new invoice, then tap the Customer field.

3. Tap Add customer if you’re adding your first customer, or tap the + icon at the top right.

   Tap Import from Contacts if the customer’s contact details are already saved under your contacts.

4. Enter the customer’s name.
5. To enter any optional additional information like Contact info and notes, Billing info and currency, and Shipping info, tap on the respective sections. Once you have entered the information for each section, tap the back button.

   To add additional contacts for the same customer, tap Contact info and notes, then scroll down to select Add contact. Saving additional contacts lets you send invoices and receipts to multiple email addresses without manually entering them each time.

6. Tap Save.