When invoicing on Ambrook, you will want to keep information about your customers up-to-date for timely billing and communication. You can access your customer data from the icon on the customer selection box (seen below) during receivable creation.
Click the icon on the right side of the box to see your list of customers, and then click the pencil next to each one’s name to view and edit information about that customer.
Field Name | Description and Use |
Business Name Required | Customer name. |
Contact Name Optional | Name of your contact at the customer. |
Required | Customer email address, needed to create an invoice on Ambrook. |
Phone Number Optional | Customer phone number. |
Mailing Address Optional | Customer’s mailing address, helpful to track for billing and delivery purposes. |
Bank Account Information Optional | Only applicable when this contact is also used as a vendor. Your customer will input their own routing and account numbers when paying an invoice sent with Ambrook. |
1099 Checkbox Optional | Do not check unless this customer is also a vendor who needs an annual 1099 from your business. |