Contacts are where Reinvoice starts to feel fast. Instead of retyping the same customer name, email, and billing address every month, you save the customer once and reuse the details when you invoice.
That small habit prevents common billing mistakes: misspelled names, old email addresses, missing company details, and invoices sent to the wrong person.
Open the Contacts page#
Choose Contacts from the sidebar. This page gives you a simple list of saved customers and a place to create or update customer records.
Start with the must-have details#
Add the customer name and email first. These are the details you need most often when creating and sending invoices.
Then add company name, phone number, address, and image if you have them. More detail helps later, but do not let a missing phone number stop you from saving the contact.
Use contacts inside invoices#
When you create an invoice, start typing the customer name in the Bill To section. Reinvoice shows matching contacts. Pick the right customer and the invoice fills with their saved details.
If the person is not saved yet, you can add a new customer from the invoice form. That keeps your workflow moving without forcing you to leave the invoice.
Keep contacts fresh#
Customer data changes. People move companies, teams switch billing inboxes, and businesses update addresses. When you notice a change, update the contact before creating the next invoice.
A simple contact standard#
- Use the customer or company name they expect to see on invoices.
- Use a billing email, not a casual conversation thread.
- Add the billing address when tax or recordkeeping requires it.
Good contacts make every invoice after the first one easier. They also make your records cleaner when you need to search, review, or follow up.