> For the complete documentation index, see [llms.txt](https://now-8.gitbook.io/now.-features/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://now-8.gitbook.io/now.-features/sales/customers.md). # Customers Customers are the people and businesses who pay you — your clients, buyers, and anyone who owes you money. now. keeps a directory so every invoice, payment, and journal entry is tied to the right contact. #### How to Find It Tap the **People** icon in the bottom tab bar, then choose **Customers**. #### Viewing Your Customers The customer list is organized alphabetically (A–Z) with letter headers. Use the search bar to find a customer by name. #### Creating a Customer Tap the **+** button to add a new customer. **Required:** * Customer name (must be unique, case-insensitive) **Optional:** * Email * Phone number * Website * Address (with autocomplete on the first line) * Notes #### Customer Detail Tap a customer to see their profile: * **Details** — Contact information, address, and notes. * **Transactions** — Every transaction, invoice payment, and manual journal entry linked to this customer, sorted by date. #### Editing a Customer Tap **Edit** on a customer's detail screen to update their information. If you change a customer's name, the payee is updated automatically across all linked transactions and invoices. #### Archiving a Customer Archive customers you no longer work with. Archived customers are hidden from pickers but remain in your records. You can unarchive at any time. #### Deleting a Customer A customer can only be deleted if it has **no dependencies** — no invoices and no transactions linked to it. If the customer has been used, you'll see an error. Use archive instead. #### How Customers Are Created You can create customers manually, but they're also created automatically: * **AI categorization** identifies the customer from incoming bank transactions and creates a record. * **Manual categorization** lets you create a new customer inline from the payee picker. * **Invoices** let you add a new customer while creating the invoice. #### Same Name as a Vendor If the same person or business both pays you and receives payments from you, now. keeps the records separate to prevent accounting conflicts: * **Name (V)** for the vendor record * **Name (C)** for the customer record #### Related * Vendors * Invoices * Transactions --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://now-8.gitbook.io/now.-features/sales/customers.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.