Dashboard

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Send your first invoice in about 5 minutes

Follow the quick prompts below.

Step 1

Your business

Step 2

Bill a customer

Step 3

What you sell

Step 4

Review & send

Overdue invoices

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Recent customers

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Name	Phone	Email

New customer billing profile

Required details ensure every invoice is complete.

Business / customer name

Billing contact

Billing email

Phone

Account / customer ID

Street address

Suite / unit

City

State

ZIP code

Tax status

Notes

Service	Price	Unit

Add reusable service Name Description

Service code

Default tax rate

Price Unit

Template	Service	Amount

New invoice template

Save defaults so you can send common invoices faster.

Template name Service

Quantity

Tax rate (%)

Payment terms

Default PO

Default memo

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Less More

Day details

Invoice	Customer	Sent to	Service	Amount	Paid	Status

Number	Customer	Service	Amount	Status

Billing

CustomerTab subscription for your business only. Other companies never share this plan or data.

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Business profile

Shown on invoices your customers receive.

Business name Business email Phone Address Invoice note (optional)

Follow-ups Auto follow-up unpaid invoices Days until first reminder

Team

Each login only sees this business. Invite co-owners or staff by email.

Signed in as —

Members

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Pending invites

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