Your Customer List is used to record the people who have previously purchased from your business.
When you upload a Sales Invoice, Receipt Bank will check your Customer List to find the customer who’s named on the document. If we can’t find an existing customer from your list, the ‘Customer’ field of the Sales Invoice will be left blank.
View your Customer List by clicking into the ‘Account Settings’ page and then clicking on ‘Maintain Lists’ and ‘Customers’.
Depending on whether you’re using Receipt Bank alongside another accounting software, the customer list can populate and update differently:
- My account is integrated with Xero or QuickBooks Online
- My account is integrated with a different software
- My account is not integrated with any software
My account is integrated with Xero or QuickBooks Online
Receipt Bank automatically imports and updates your existing Customer List from your integration. When you publish new customers from Receipt Bank, they’ll be created in your integrated software.
My account is integrated with a different software
Receipt Bank automatically imports your existing Customer List from your integration.
You cannot create new customers in Receipt Bank. Add new customers in the integrated software and they’ll be updated in Receipt Bank when data is next synced between the two platforms. You can trigger this re-sync to happen immediately by clicking the ‘Reload List’ button in the ‘Customer’ section of the ‘Account Settings’ page of Receipt Bank.
My account is not integrated with any software
Add your Customer List from the ‘Customer’ section of the ‘Account Settings’ page. You can do this by manually typing out your Customer List, or by uploading a CSV document listing each of your customers.