# How to add and manage customers

- **URL:** https://trymorgan.ai/help/adding-customers
- **Category:** Account & Settings

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## How to add and manage customers

The Customers tab in Morgan AI keeps a record of everyone you do business with, their contact details, payment history, and outstanding balances.

## Adding a customer

**Option 1: Add directly to the Customers tab**
1. Tap the **Customers** tab
2. Tap **+ Add customer**
3. Enter their name, email address, and phone number
4. Tap **Save**

**Option 2: Add a customer while creating an invoice or payment**
When you tap **+ Invoice** or **+ Charge**, you can search for an existing customer or create a new one on the spot.

## What you can see for each customer

Tap any customer to see:
- Their contact details
- All payments they've made
- All invoices sent and their status
- Total amount paid to date
- Outstanding balance (if any invoices are unpaid)

## Editing customer details

1. Go to **Customers**
2. Tap the customer
3. Tap **Edit** (top right)
4. Make changes and tap **Save**

## Sending an invoice to a customer

From the customer's profile:
1. Tap **New invoice**
2. Fill in the details
3. Tap **Send**

The customer's name and email are filled in automatically.

## Customer notes

You can add private notes to a customer's profile, things like their preferences, typical service, or any relevant details. These notes are only visible to you.

## Deleting a customer

To remove a customer:
1. Open their profile
2. Scroll to the bottom and tap **Delete customer**
3. Confirm

Deleting a customer removes their profile but does not delete their associated payment or invoice records from your history.