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’
Step 2: Select ‘Customer’
Step 3: Click the plus (+) button.
Step 4: Enter your customers’ details manually. Alternatively, press the Search icon to prefill the details from your contact list on your mobile device.
Step 5: Select the contact you would like to create as a customer.
Step 6: Check that all customer details are correct, add any additional information, and select the Tick icon to save.
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.
Step 2: Select ‘Details’
Step 3: Select the field you would like to edit.
Step 4: Edit the field and click ‘Save’
Step 5: Once you are happy with the details, click the Back arrow to save changes.
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‘
Step 3: Select ‘Move to trash’.
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.
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.