# Customers and team

> The Markdown version of https://www.paylent.com/docs/customers-and-team. Every page: [llms.txt](https://www.paylent.com/llms.txt).

The people you bill, the people you work with, and running more than one business from one login.

## Customers

A customer is everyone you bill, kept once rather than retyped onto every invoice:
name, email, and the address details an invoice needs. The list is searchable by name
or email, which is the point of keeping them.

Customers are deduplicated by email within your business, because there is no account
behind a customer and the address is the only stable identity available. The same
address at two of your businesses is two customers with no relationship.

Editing a customer changes what you will use next time. It does not rewrite invoices
you have already issued — those froze the details they were issued with, along with
everything else.

You can also keep your own notes on a customer. They are yours; the customer never
sees them.

## Archiving, rather than deleting

Deleting a customer is refused once they have been invoiced, which on its own means a
customer list only ever grows. **Archive** them instead.

Archiving means "stop offering them" — they drop out of the list you pick from when
raising an invoice. Everything else is untouched: their invoices stand, and unpaid
ones are still chased. Restore them and they are offered again.

## Chasing, per customer

Unpaid invoices are followed up automatically. There is always one client somebody
handles by phone, so chasing can be turned off on their record while everyone else's
invoices are still chased. See [Chasing payment](https://www.paylent.com/docs/chasing.md).

## Your team

Bring in the people you work with and give them a sign-in of their own, rather than
sharing yours. There are two roles:

- **Admin** — runs the business. Settings, Stripe, tax, team, and every invoice.
- **Staff** — a narrower door: the day-to-day work, without the settings that decide
  how the business bills.

## Invitations

You invite someone by email. The invitation is pending until they accept it, and until
then they can do nothing. If you invite the wrong address, the invitation is pending
rather than active, so nothing has been given away.

Someone who already has a Paylent login can accept an invitation with it. They do not
need a second account.

## More than one business

One login can hold several businesses, switched from the sidebar. Each has its own
invoice numbering, currency, tax settings, customers and team, and your role can
differ between them: admin of your own, staff of somebody else's.

Nothing is shared between businesses. That is deliberate — it is what makes a separate
business the right answer when you need a second currency or a second numbering
sequence.

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