Profiles & history
Click any customer to open their profile. It pulls their whole relationship with your shop into one screen.
What the profile shows
- Customer info, name, email, phone, company, full address, default payment terms, and your notes. Edit any of it inline.
- Quotes, every quote you’ve built for this customer, with the quote number, title, total, and status (draft, sent, approved, rejected). If your shop archives approved quotes and hides them from search, archived ones are left off this list too.
- Job history, every job and invoice tied to this customer, with the invoice number, job name, status, and date.
- Unpaid invoices, a card listing this customer’s unpaid invoices, each with what’s still owed. Invoices already folded into a live combined invoice are left off.
- Assets, every mockup, proof, and attachment across this customer’s quotes, invoices, and jobs, in one place. See the asset library for search and filtering across your whole shop.
Jobs link to a customer either by their customer record or by a matching name, so work imported from Printavo shows up here too.
Combining invoices
The Unpaid invoices card is more than a list. Tick two or more and hit Combine & Send, and ManagePrint rolls the remaining balances into a single payable invoice, sends it, and drops you on the combined invoice. The individual invoices stay where they are. Any combined invoices you’ve already made are listed underneath with their number, total, and status.
It’s the answer to “just send me one bill for all of it.” One link, one payment, instead of chasing five. Full detail in Combined invoices.
Why it’s useful
When a repeat customer calls, you open their profile and see everything at once: what they’ve ordered, what’s in production, what they still owe. No digging through separate quote and invoice lists. It’s the fastest way to answer “what’s the status of my order?” and “what did we charge last time?”