Customer Management

Overview

The Customers page helps you manage all your client relationships in one place. Track customer details, view invoice history, analyze payment patterns, and identify your most valuable customers.

Customer Directory

Customer List

View all your customers in a comprehensive table:

const customerColumns = [
  "name",              // Customer name
  "email",             // Contact email
  "website",           // Customer website
  "totalInvoices",     // Number of invoices
  "totalRevenue",      // Lifetime value
  "lastInvoiceDate",   // Most recent invoice
  "paymentScore",      // Average days to payment
  "status"            // Active/Inactive
]

Adding Customers

Open new customer form

Click the ”+” button on the Customers page.

Enter details

Fill in customer information:

Name (required)
Email address
Website URL
Billing address
Notes

Save customer

Customer is added to your directory and available for invoicing.

Customers are automatically created when you send an invoice to a new email address. You can edit details later.

Customer Details

Customer Profile

Click any customer to view their full profile:

const customerProfile = {
  // Basic Information
  id: "cust_123",
  name: "Acme Corporation",
  email: "[email protected]",
  website: "https://acme.com",
  
  // Metrics
  totalInvoices: 24,
  totalRevenue: 125000.00,
  averageInvoiceAmount: 5208.33,
  paymentScore: 12, // Average days to payment
  
  // Status
  isActive: true,
  firstInvoiceDate: "2025-03-15",
  lastInvoiceDate: "2026-02-28",
  
  // Relationships
  invoices: [/* Array of invoice objects */],
  notes: "Prefer NET-30 terms, invoice on 1st of month"
}

Invoice History

View all invoices for a customer:

Invoice List: See all invoices chronologically
Status Breakdown: Paid, unpaid, overdue counts
Revenue Timeline: Visual graph of payments over time
Quick Actions: Create new invoice, send reminder

Active Customers
Inactive Customers

const activeCustomer = {
  status: "active",
  criteria: {
    hasRecentInvoice: true,
    lastInvoiceWithin: "90 days",
    hasUnpaidInvoices: true || false
  }
}

const inactiveCustomer = {
  status: "inactive",
  criteria: {
    lastInvoiceOlderThan: "90 days",
    noUpcomingInvoices: true
  },
  actions: [
    "Re-engage campaign",
    "Archive customer",
    "Request feedback"
  ]
}

Customer Analytics

Overview Metrics

The customers page displays key insights:

Customer Insights

Most Active Customer - Customer with most invoices
Inactive Customers - No invoices in 90+ days
Top Revenue Customer - Highest lifetime value
New Customers - Customers added this month

These metrics update in real-time based on invoice activity.

Customer Segments

Automatically segment customers:

const customerSegments = {
  topTier: {
    criteria: { revenue: { gte: 50000 } },
    count: 5,
    totalRevenue: 425000
  },
  
  regular: {
    criteria: { revenue: { gte: 10000, lt: 50000 } },
    count: 15,
    totalRevenue: 285000
  },
  
  occasional: {
    criteria: { revenue: { lt: 10000 } },
    count: 32,
    totalRevenue: 95000
  },
  
  atRisk: {
    criteria: { 
      lastInvoice: { olderThan: "90 days" },
      previouslyActive: true
    },
    count: 8,
    action: "Re-engagement needed"
  }
}

Payment Patterns

Analyze how customers pay:

Payment Score: Average days from invoice to payment
Payment Reliability: Percentage of on-time payments
Payment Method: Preferred payment method
Payment Terms: Typical NET terms (NET-15, NET-30, etc.)

Customers with consistently fast payment (low payment score) are highlighted as “Great payers” in the interface.

Searching & Filtering

Search

Find customers quickly:

const searchFields = [
  "name",            // Customer name
  "email",           // Email address
  "website",         // Website URL
  "notes"           // Customer notes
]

Search is instant and highlights matching customers.

Filters

Narrow down your customer list: Status Filters:

Active customers
Inactive customers (90+ days)
New customers (this month)

Revenue Filters:

Top customers (by revenue)
Minimum revenue threshold
Maximum revenue threshold

Invoice Filters:

Has unpaid invoices
Has overdue invoices
Number of invoices (min/max)

Payment Filters:

Fast payers (payment score < 15 days)
Slow payers (payment score > 45 days)
Payment score range

Customer Communication

Email Integration

Send invoices and reminders directly to customers:

Select customer

Open customer profile or select from list.

Choose action

Send new invoice
Send reminder for unpaid invoice
Send thank you for payment

Customize message

Edit email template if needed.

Send

Email is sent and logged in customer history.

Communication History

Track all interactions:

const communicationLog = [
  {
    type: "invoice_sent",
    date: "2026-02-28T09:00:00Z",
    subject: "Invoice #INV-1234",
    opened: true,
    openedAt: "2026-02-28T14:30:00Z"
  },
  {
    type: "reminder_sent",
    date: "2026-02-25T10:00:00Z",
    subject: "Payment Reminder",
    opened: false
  },
  {
    type: "payment_received",
    date: "2026-02-28T16:00:00Z",
    amount: 1500.00
  }
]

Bulk Operations

Selecting Customers

Select multiple customers for bulk actions:

Click checkboxes on customer rows
Use Shift + Click to select range
Use “Select All” for all visible customers

Available Actions

Bulk Actions

Send Invoices - Create and send invoices to multiple customers
Send Reminders - Remind multiple customers about unpaid invoices
Export - Export customer data to CSV
Tag - Add tags to multiple customers
Delete - Remove customers (with confirmation)

Deleting a customer does not delete their invoices. Invoices will remain but show “Customer Deleted” instead of the name.

Customer Insights

Lifetime Value (LTV)

Track total revenue per customer:

const ltv = {
  totalInvoiced: 125000.00,     // All invoices
  totalPaid: 118500.00,         // Paid invoices
  totalOutstanding: 6500.00,    // Unpaid invoices
  averageInvoice: 5208.33,      // Mean invoice amount
  invoiceCount: 24,
  customerSince: "2025-03-15",
  monthlyAverage: 10416.67      // Avg revenue per month
}

Churn Risk

Identify customers at risk of churning:

const churnRisk = {
  score: "high",
  reasons: [
    "No invoice in 120 days",
    "Previous invoices were regular (monthly)",
    "Last payment was disputed"
  ],
  recommendations: [
    "Send re-engagement email",
    "Offer special discount",
    "Request feedback call"
  ]
}

Customers flagged as at-risk appear in the Inactive Customers metric card.

Integration with Invoicing

Quick Invoice Creation

Create invoices for customers directly:

From customer profile

Click “New Invoice” button in customer profile.

Pre-filled details

Customer details auto-populate in the invoice.

Add line items

Add products/services and send.

Customer Templates

Save invoice templates per customer:

const customerTemplate = {
  customerId: "cust_123",
  defaultLineItems: [
    { name: "Monthly Retainer", price: 5000, unit: "month" }
  ],
  defaultPaymentTerms: "NET-30",
  defaultNote: "Thank you for your continued business!",
  autoSend: true,
  recurringSchedule: "monthly"
}

Customer templates are especially useful for recurring billing. Set up once and let Midday handle the rest.

Exporting Customer Data

CSV Export

Export customer data for analysis:

const exportColumns = [
  "name",
  "email",
  "website",
  "totalInvoices",
  "totalRevenue",
  "averageInvoiceAmount",
  "paymentScore",
  "firstInvoiceDate",
  "lastInvoiceDate",
  "status"
]

Integration Export

Sync customers with other platforms:

CRM Systems: Export to Salesforce, HubSpot
Email Marketing: Sync with Mailchimp, ConvertKit
Accounting: Sync with QuickBooks, Xero

See Integrations for setup details.

Customer Portal

Customers can access their own portal:

Portal Features
Portal Setup

const portalAccess = {
  viewInvoices: true,        // See all invoices
  downloadPDFs: true,        // Download invoice PDFs
  makePayments: true,        // Pay online
  viewHistory: true,         // Payment history
  updateDetails: true,       // Update contact info
  downloadReceipts: true     // Download receipts
}

Best Practices

Pro Tip: Add notes to customer profiles about their preferences (payment terms, invoicing schedule, communication preferences). This helps maintain consistent service.

Keep contact info updated - Verify email addresses are current
Use customer notes - Document preferences and special instructions
Monitor inactive customers - Re-engage before they churn
Track payment patterns - Adjust terms for slow payers
Segment customers - Treat top customers differently
Regular communication - Don’t only contact when invoicing
Use templates - Streamline recurring customer invoices
Review analytics monthly - Spot trends early

Keyboard Shortcuts

N - New customer
/ - Focus search
F - Open filters
I - Create invoice for selected customer
Space - Open customer details
Esc - Close details

Troubleshooting

Customer not receiving invoices?

Verify email address is correct
Check spam folder
Confirm email settings in Settings → Invoicing
Test with different email address

Duplicate customers appearing?

Midday creates new customer if email doesn’t match
Merge duplicates by updating email on one
Use consistent email addresses

Wrong revenue totals?

Check if invoices are assigned to correct customer
Verify invoice status (draft invoices don’t count)
Refunded invoices reduce total
Check currency conversions

Customer portal not working?

Ensure portal is enabled in settings
Verify customer has received portal link
Check if customer email matches portal login
Try password reset if needed

Analytics Reports

Generate customer reports:

Top Customers Report: Revenue ranking
Payment Behavior Report: Payment patterns and trends
Customer Acquisition Report: New customers over time
Churn Report: Lost customers and reasons
Revenue by Customer Report: Detailed revenue breakdown

Access reports from the Reports section or ask the AI Assistant.

Get Started

Core Features

Integrations

Development

​Overview

​Customer Directory

​Customer List

​Adding Customers

​Customer Details

​Customer Profile

​Invoice History

​Customer Analytics

​Overview Metrics

Customer Insights

​Customer Segments

​Payment Patterns

​Searching & Filtering

​Search

​Filters

​Customer Communication

​Email Integration

​Communication History

​Bulk Operations

​Selecting Customers

​Available Actions

Bulk Actions

​Customer Insights

​Lifetime Value (LTV)

​Churn Risk

​Integration with Invoicing

​Quick Invoice Creation

​Customer Templates

​Exporting Customer Data

​CSV Export

​Integration Export

​Customer Portal

​Best Practices

​Keyboard Shortcuts

​Troubleshooting

​Analytics Reports

Build docs developers (and LLMs) love

Overview

Customer Directory

Customer List

Adding Customers

Customer Details

Customer Profile

Invoice History

Customer Analytics

Overview Metrics

Customer Segments

Payment Patterns

Searching & Filtering

Search

Filters

Customer Communication

Email Integration

Communication History

Bulk Operations

Selecting Customers

Available Actions

Customer Insights

Lifetime Value (LTV)

Churn Risk

Integration with Invoicing

Quick Invoice Creation

Customer Templates

Exporting Customer Data

CSV Export

Integration Export

Customer Portal

Best Practices

Keyboard Shortcuts

Troubleshooting

Analytics Reports