How to add, edit and save customers in Bookipi invoice software

How to manage customers’ details

You can make and edit a client list for your small business using Bookipi software. Maintain your own small business CRM or customer contact database in one spot. Add saved customers to invoices from your client list with one click. 

Learn how to create, edit, copy and delete customers in Bookipi invoice software. In Bookipi Invoice web app v2, you can:

1. Create a customer
2. Edit a customer
3. Copy a customer
4. Delete a customer

Steps to add customers to Bookipi web app

Step 1: Select ‘+ Create’

Then, select ‘+ Customer‘

Step 2: Enter details of the customer

Step 2: Enter the customer name, email address, contact number, and any other additional information

Step 3: Search for the customer’s address in the address bar

Alternatively, enter your customer’s address manually

Step 4: Enter the customer’s address

Search for the customer’s shipping address. You can enter an address manually, or press ‘Copy from address‘ if it is the same as the customer’s residential address.

Click ‘Save‘ to save your changes.

Your customer’s address will be added.

How to edit customers in Bookipi invoice software

Step 1: Click on ‘Customers‘

 

Step 2: Select the customer you would like to edit

Step 3: Edit the customers’ address

Then, select ‘update‘ to save your changes.

 

How to copy a customer in Bookipi software

Step 1: Click the three dots next to the customer you would like to copy

This is located in the Customers section.

Step 2: Select ‘Copy’

Step 3: Review the customers’ information

Click ‘Save‘ to save your changes.

 

How to delete a customer in Bookipi software

Step 1: Select the three dots next to the customer you would like to delete

This is located in the Customers section.

Step 2: Select ‘Delete‘.

Step 3: Click ‘Ok‘ to delete.

Next, you can learn how to create your first item and create your first invoice.

Discover more tutorials for Bookipi Invoice

• Get the most out of using Bookipi Invoice on Bookipi web app
• Fastest way to invoice with Bookipi Invoice mobile app
• Use our Bookipi Invoice mobile app user guides to send invoices faster