Customers

Customers are the entities that have projects where you bill your time and expenses.

Manage Customers

Click on the Customers navigation link to:

• Add a new customer
• Edit existing customers
• Archive customers
• Create an invoice for a customer

Add a Customer

1. On the Customers page, click the Add Customer button.
2. Provide company name and address details.

3. Add at least one contact for a customer. Contacts are who will receive invoices and other notifications.

Customer attributes and fields

Field	Description	Required
Company Name	Name of the customer or customer's company	Yes
Contacts	One or more contacts that will receive communication from ITGig	Yes
Phone number	The customer's US-based phone number	Yes
Address	Street address of customer	Yes
Address Line 2	Additional address line	No
City	Customer's city	Yes
State	Customer's state	Yes
Zip code	Customer's zip code	Yes
Customer is Taxable	Check if the customer should be charged sales tax for all time and expenses	No
Waive Invoice ACH Surcharges	Check if the customer should not be charged a fee for paying with ACH	No
Waive Invoice Credit Card Surcharges	Check if the customer should not be charged a fee for paying with a credit card	No
Waive Late Fees	Check if the customer should not be charged for late invoices	No

Edit a Customer

On the Customers page, click the Edit Customer button to edit customer details.

Send an Invoice

On the Customers page, click the Send Invoice button as a shortcut to create an invoice for the customer. This saves you the step of selecting a customer on the Create Invoice page.

Archive a Customer

If a customer is no longer active, click the Archive Customer button.