Customer Search & Auto-fill
Manage products and services
Quick Customer Lookup (Pro, Premium, Lifetime):
Search and select existing customers when creating invoices to auto-fill all buyer details.
How to Use: 1. Go to Invoices → Create New Invoice 2. In the Buyer Details section, find the search box in the header 3. Type at least 2 characters (name, email, or phone) 4. Matching customers appear in a dropdown 5. Click a customer to auto-fill all fields
- •Buyer Name
- •Phone
- •Address
- •State
- •Tax ID / GSTIN
Fields Auto-filled:
- •No need to remember customer details
- •Reduces data entry errors
- •Consistent customer information across invoices
Benefits:
Pro Tips
- Search works with name, email, or phone number
- Customer data is saved automatically when you create invoices
- Great for repeat customers - just search and select