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Add and manage customers

Add customers one at a time or import a list, get permission to text them and mark customers inactive.

Finli keeps your customer records, contact details and payment history in one place. You can add customers from the Customers page, while building an invoice, or by importing a spreadsheet.

Add a customer from the Customers page

  1. Go to Customers.
  2. Select + Customer, or select Create, then Customer, from anywhere in Finli.
  3. Enter the Customer Name, an optional Company Name, and at least one of Email or Mobile Phone #.
  4. If you'll text this customer, check I have authorization to send SMS messages to this customer.
  5. Save the customer.

Screenshot to add: the new customer dialog

Add a customer while building an invoice

  1. In the invoice builder, under Bill to, open the customer list.
  2. Select Create New.
  3. Fill in the customer's details and save.

Import a customer list

  1. On the Customers page, open the dropdown next to + Customer and select Import Customers.
  2. Select Download Customer List Template and fill it in. Each customer needs at least an email or a mobile phone number.
  3. If you'll text these customers, confirm that you have their permission.
  4. Upload the completed .csv file by dragging it into the box or browsing your files.
  5. Select Import Customers.

Screenshot to add: the Import Customer List dialog

The customer profile

Select a customer's name to open their profile. The tabs show their Profile, Payment History, Invoice History, Quote History and Recurring Invoices. From the profile you can also add tags and internal notes, set their Tax Status and see whether they're on Autopay.

Inactive customers

If a customer stops working with you, change their Customer Status to Inactive. Their records and invoices stay in Finli. When a customer is inactive:

  • You can't create new invoices for them until you reactivate them.
  • Their scheduled invoices are canceled and their recurring invoices are paused.
  • They can still pay invoices you've already sent.

To bring a customer back, change their status to Active. Paused recurring invoices need to be reactivated by hand.

Need help? Email support@finli.com.

Updated October 22, 2026