How to add, edit and delete a customer

Learn how to add, edit and delete a customer on Bookipi Invoice mobile app

In this tutorial, learn how to:


How to add a customer

Learn how to add customers to your Bookipi Invoice account by manually entering their details and/or importing your contact list from your mobile device.

Follow our 6 simple steps:

Step 1: Select ‘Invoice

Invoice Mobile App - How to add, edit and delete a customer - 1

Step 2: Select ‘Customer

Invoice Mobile App - How to add, edit and delete a customer - 2

Step 3: Click the plus (+) button.

Invoice Mobile App - How to add, edit and delete a customer - 3

Step 4: Enter your customers’ details manually. Alternatively, press the Search icon to prefill the details from your contact list on your mobile device.

Invoice Mobile App - How to add, edit and delete a customer - 4

Step 5: Select the contact you would like to create as a customer.

Invoice Mobile App - How to add, edit and delete a customer - 5

Step 6: Check that all customer details are correct, add any additional information, and select the Tick icon to save.

Invoice Mobile App - How to add, edit and delete a customer - 6

How to edit a customer

Learn how to edit customers in your ‘Customer’ list with 5 simple steps:

Step 1: Select the customer you would like to edit from the ‘Customer‘ list.

Invoice Mobile App - How to add, edit and delete a customer - 7

Step 2: Select ‘Details

Invoice Mobile App - How to add, edit and delete a customer - 8

Step 3: Select the field you would like to edit.

Invoice Mobile App - How to add, edit and delete a customer - 9

Step 4: Edit the field and click ‘Save

Invoice Mobile App - How to add, edit and delete a customer - 10

Step 5: Once you are happy with the details, click the Back arrow to save changes.

Invoice Mobile App - How to add, edit and delete a customer - 11

How to delete a customer

Learn how to delete customers in your Bookipi Invoice Customers list in 4 simple steps:

Step 1: Select the customer you would like to edit from the ‘Customer‘ list.

Step 2: Scroll down to the bottom of the selected customer’s page and select ‘Details

Invoice Mobile App - How to add, edit and delete a customer - 12

Step 3: Select ‘Move to trash’.

Invoice Mobile App - How to add, edit and delete a customer - 13

Step 4: Select ‘Delete’ to remove the customer from your contact list.


Note: Select the Back button instead of ‘Delete’ if you aren’t ready to delete the customer from your contact list in Bookipi Invoice mobile app. Selecting ‘Back’ will simply store the customer in the Trash section of your Settings. You can then restore customer details as required.


Invoice Mobile App - How to add, edit and delete a customer - 14


Discover more tutorials for Bookipi Invoice on mobile app

Creating and sending invoices is even easier with the Bookipi Invoice mobile app. Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.

Table of Contents

Share to your network: