Skip to main content

Edit a Customer

Keep your customer information up to date to ensure accurate invoicing and communication.

Steps​

1. Find the Customer​

Go to Customers and search for the customer you want to edit.

2. Open Their Profile​

Click on the customer's name to open their profile.

3. Click Edit​

Click the Edit button (usually a pencil icon or "Edit" text).

4. Update Information​

Change any fields you need:

  • Name
  • Phone
  • Email
  • Address
  • Company name
  • Notes

5. Save​

Click Save to apply your changes.

What You Can't Change​

Some information may be locked:

  • Customer ID - System-generated, can't be changed
  • Invoice history - Historical records are preserved

Tips​

  • Update email addresses promptly to ensure invoices reach your customers
  • Use notes to track changes (e.g., "Changed address on 2026-02-08")
  • If a customer has a new business name, update the company field