Core Features
Customer Management
Manage your client database and create customers on the fly.
Overview
Keep all your client information in one place. Sevoria makes it easy to manage your customer list and quickly add new clients without interrupting your workflow.
The Customer List
Navigate to Customers in the sidebar to see your full client database. For each customer, you can view:
- Name and Contact Person
- Email address
- Phone number
- Invoice history (total count of invoices sent to them)
Adding Customers
There are two ways to add customers to Sevoria:
1. From the Customers Page
Click Add Customer in the top right corner. Fill in the name, email, and phone number, then click Save.
2. Inline Customer Creation (Quick Add)
This is the fastest way to add a client while you're already working. When creating an Invoice or Receipt:
- Click the + (UserPlus) icon next to the customer selection dropdown.
- A small dialog will appear.
- Enter the basic details (Name, Email, Phone).
- Click Create.
- The new customer is added to your database and automatically selected for the current form.
Why Manage Customers?
- Faster Invoicing — No need to re-type contact details every time.
- Better Record Keeping — Track how many invoices each client has received.
- Professionalism — Ensure contact information on your documents is always accurate.
Editing & Deleting
To update a customer's details, click the Edit button next to their name in the customer list. If you no longer work with a client, you can Delete them (note: this will not delete their existing invoices, but they will no longer appear in selection menus).