Customers
Your customer list: bringing it into handipay and matching it to your books.
Import your customer list from Sage or a spreadsheet
Bring your customer list into handipay from Sage 50, Sage Accounting or a spreadsheet, match it to the customers you have, and save their accounting IDs.
Match your customers to your accounting software
Save the name or code your accounting software uses for each customer, so the invoices you export can be matched to the right one.
Adding, changing or removing a customer's email
Add an email to a customer, change it or take it off, and see who can see their invoices each time. Merge two customers when the email is already on one.