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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Create a customer

Add a new client with billing contacts and payment terms.

Customers (labeled Clients in some views) are the companies or people you invoice.

Create a customer
  1. 1

    Open Customers

    Click Customers in the top navigation.

  2. 2

    Click New

    Use the New button to open the customer form.

  3. 3

    Fill required fields

    Enter company name, primary contact, email, and payment terms. Address fields feed invoice PDFs.

  4. 4

    Save

    Save the record. The customer is now available on projects, jobs, quotes, and invoices.

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