Customer Management
Written by Ali Aas
Updated over a week ago

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


Customer name.

Contact Name


Name of your contact at the customer.



Customer email address, needed to create an invoice on Ambrook.

Phone Number


Customer phone number.

Mailing Address


Customer’s mailing address, helpful to track for billing and delivery purposes.

Bank Account Information


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


Do not check unless this customer is also a vendor who needs an annual 1099 from your business.

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