Managing customers

Customers are stored separately so you can reuse them on future invoices. To manage customers: Banking > Invoices > Customers From here you can:

• View saved customers
• Add new customers
• Edit customer details
• Enable automatic payment reconciliation for customers

Customer addresses support both US and international locations. When an international address is saved, the country name appears on the customer’s details and on any invoices sent to them. When creating an invoice, you can search and select any saved customer.

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Automatic payment reconciliation

You can enable automatic payment reconciliation for any customer. When enabled:

• The customer receives a unique virtual account number for sending payments
• Payments are automatically matched to their invoices
• Invoices update to “paid” status when payments are received
• You receive email notifications when payments are processed

To enable automatic reconciliation, click on a customer and select Enable automatic reconciliation from the More menu. Learn more about automatic invoice payment reconciliation. _{Karat is a fintech company, not an FDIC-insured bank. Banking and Card services provided by Grasshopper Bank, N.A., First Internet Bank of Indiana, and Cross River Bank, Members FDIC.}