Learn how to create, edit, copy and delete a customer in Bookipi Invoice Web v2

Learn how to create, edit, copy and delete a customer in Bookipi Invoice Web v2 with this guide.

Learn how to:

  1. Create a customer

  2. Edit a customer

  3. Copy a customer

  4. Delete a customer


To create a customer

Step 1: Select ‘+ Create‘ and select ‘+ Customer

Invoice Web V2 - How to create, edit, copy and delete a customer - 1

Step 2: Enter the customer Name, Email address, Contact number, and any other Additional information

Invoice Web V2 - How to create, edit, copy and delete a customer - 2

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

Invoice Web V2 - How to create, edit, copy and delete a customer - 3

Step 4: Search for the customer’s shipping address, enter it in manually, or press ‘Copy from address‘ if it is the same as the customer’s address.

Click ‘Save‘ to save your changes.

Invoice Web V2 - How to create, edit, copy and delete a customer - 4

Your customer’s address will be added.

Invoice Web V2 - How to create, edit, copy and delete a customer - 5

To edit a customer

Step 1: Click on ‘Customers‘.

Invoice Web V2 - How to create, edit, copy and delete a customer - 6

Step 2: Select the customer you would like to edit

Invoice Web V2 - How to create, edit, copy and delete a customer - 7

Step 3: Edit the address and select ‘update‘ to save your changes.

Invoice Web V2 - How to create, edit, copy and delete a customer - 8

To copy a customer

Step 1: Click the three dots next to the customer you would like to copy in the Customers section.

Invoice Web V2 - How to create, edit, copy and delete a customer - 9

Step 2: Select ‘Copy’

Invoice Web V2 - How to create, edit, copy and delete a customer - 10

Step 3: Review the customers’ information and click ‘Save‘ to save your changes.

Invoice Web V2 - How to create, edit, copy and delete a customer - 11

To delete a customer

Step 1: Select the three dots next to the customer you would like to delete in the Customers section.

Invoice Web V2 - How to create, edit, copy and delete a customer - 12

Step 2: Select ‘Delete‘.

Invoice Web V2 - How to create, edit, copy and delete a customer - 13

Step 3: Click ‘Ok‘ to delete.

Invoice Web V2 - How to create, edit, copy and delete a customer - 14

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


Discover more tutorials for Bookipi Invoice