> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-vendors-and-customers/managing-customers.md).
# Managing Your Client's Customers
Digits automatically builds customer records from your client's transactions, invoices, and connected financial data. Each customer has a profile for contact information and addresses, so you can review revenue, keep customer details current, and clean up duplicates in one place.
***
### How to Access Customers in Digits
1. From your client's dashboard, click **Customers** in the left navigation menu.
Use the selector next to **Customers** to switch between views:
* **Directory:** Manage customer profiles and contact details.
* **Activity:** Review customer revenue, transactions, and categories.
***
### Customer Directory
The **Directory** lists all your client's customers, including their contact information and recent activity.
From here, you can:
* **Find customers:** Search by name or click a customer to open their profile.
* **Review insights:** See total customers, top customers, and outstanding invoices by age.
* **Add customers:** Click **New Customer** to create a profile.
* **Merge duplicates:** Combine customers that are the same.
***
### Customer Activity
**Activity** shows customer revenue and how transactions are categorized.
* **Review revenue:** See each customer's category, revenue trend over the last 12 months, and total revenue. Expand a customer to view individual transactions.
* **Check insights:** Review active customers, uncategorized transactions, customers with multiple categories, and revenue by category.
* **Filter transactions:** Choose **Uncategorized** or **Multiple Categories**.
* **Make bulk edits:** Select transactions to update their **Party** or **Category** together.
{% hint style="info" icon="lightbulb-exclamation-on" %}
Customer activity includes transactions booked to income categories, such as revenue.
{% endhint %}
***
### How customers are added
:sparkles: Digits automatically creates customer records when it identifies new customers in bank or connection feeds, CSV uploads, invoices, or Digits Pay data.
You can also add customers manually from the **Customers** page or while booking a transaction.
#### Create a customer from the Customers page
1. Go to **Customers** and click **New Customer** in the upper-right corner of any view.
2. In the **Create a Customer** window, enter the customer's **Business Name** (or **Full Name**, for an individual) and **Type** (Business or Individual).
3. Optionally, add legal name, website, and account number.
4. Click **Save** to create the customer.
#### Add a customer while booking a transaction
1. When creating a transaction, click the **Party** field.
2. Start typing the customer name.
3. If not found, select **Add**.
{% hint style="info" %}
The new party appears in **Customers** when you book the transaction to an income category, such as revenue.
{% endhint %}
***
### Duplicate and suggested customer matches
As you enter a customer's name, Digits checks for matches:
* **Possible duplicate:** If a customer with a similar name is already in the directory, Digits shows a warning. Click **View customer** to check it or **Ignore** to continue.
* **Global directory match:** If Digits recognizes the business, click **Fill details** to automatically populate its profile, including the logo. Click **Ignore** to skip the suggestion or **Undo** to remove the populated details.
***
### Merge duplicate customers
If a customer appears more than once, you can merge the records into one.
1. Go to **Customers → Directory**.
2. Select the customers you want to merge using the checkboxes.
3. Click **Merge Customers.**
4. Under **Choose a Primary Customer**, select the customer to keep. Digits suggests the one with the **Most Transactions**.
5. Click **Merge**.
Digits moves all transactions to the primary customer and updates the **Party** on each transaction.
{% hint style="info" icon="lightbulb-on" %}
**Note:** Only the primary customer's details are kept. Contact details and addresses from the other customers aren’t combined. Copy anything you need onto the primary customer before you merge.
{% endhint %}
***
### What’s on a customer profile
Click any customer to view their revenue history, transactions, and contact information in one place.
**Revenue and transactions**
The left side shows the customer's revenue summary and transaction history. You can:
* See year-to-date revenue and a month-by-month breakdown.
* Review and edit transactions associated with the customer.
* Click **Add Transaction** to create a transaction or invoice with the customer automatically attached.
**Customer details**
Use the tabs in the right panel to view and manage:
* **Profile:** Customer information, contacts, and billing or delivery addresses.
* **Comments:** Notes and conversations with your team and client.
***
### Create or edit customer-linked transactions
1. Go to **Customers → Directory** or **Activity** and open a customer.
2. Click **Edit** above the transaction list.
3. To make changes:
* **Individual transaction:** Edit the **Party** or **Category** directly in the transaction row.
* **One or more transactions:** Select the checkboxes next to the transactions. In the toolbar that appears, update the **Party** or **Category**, then click **Apply** to save.
{% hint style="info" %}
**Tip:** Use the **Uncategorized** and **Multiple Categories** insight cards to find transactions that need attention, then update them in bulk.
{% endhint %}
***
### Frequently Asked Questions
Can I fix customers posted to multiple categories?
Yes. Use **Activity** to find and fix them:
1. Go to **Customers → Activity**.
2. Click the **Multiple Categories** filter or insight card to show customers whose transactions are booked to more than one category.
3. Expand a customer to see its transactions.
4. Select the transactions you want to recategorize.
5. Change the **Category**, then click **Apply**.
Can I export customer lists from Digits?
You can export customer names from **Accounting → Ledger** by clicking **Download CSV**. The file includes a **Party Name** column showing the customer or vendor for each transaction.
Why don’t I see a customer I’m expecting?
Adjust the **time period** or **filters**, check spelling, or review transactions for that customer’s exact **name/category**.
Can I edit a customer's name?
Yes. Open the customer's profile and update the **Business Name** (or **Full Name**, for an individual). You need permission to update customers.
Why did a vendor (or customer) disappear from the list after I recategorized it?
Nothing was deleted. Whether a payee shows up under **Vendors** or **Customers** is determined by the type of category its transactions are assigned to—for example, expense-type categories place a payee in Vendors, and income/revenue-type categories place them in Customers.
When you recategorize a payee's transactions, Digits re-evaluates where that payee belongs. If the new category is a different type, the payee moves to the other list—or, in some cases, may not appear under either tab—even though its transactions remain fully intact in the ledger.
**To find a "missing" payee:** check the other tab (Vendors vs Customers), and confirm the category type you assigned. Its transactions are still in the ledger regardless of which list the payee appears in.
{% hint style="info" icon="lightbulb-exclamation-on" %}
If a payee isn't showing where you expect, review the category it's coded to in the Category Manager.
{% endhint %}
***
{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}
{% column width="33.33333333333334%" valign="middle" %}
{% endcolumn %}
{% endcolumns %}
***
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.
Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://help.digits.com/firms-vendors-and-customers/managing-customers.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
