How to create, edit, copy and delete a customer

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

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To create a customer

Step 1: Select ‘+ Create‘ and select ‘+ 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 OR enter the address manually

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.

Your customer’s address will be added.

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To edit a customer

Step 1: Click on ‘Customers‘.

Step 2: Select the customer you would like to edit

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

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To copy a customer

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

Step 2: Select ‘Copy’

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

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To delete a customer

Step 1: Select the three dots next to the customer you would like to delete 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 on Web v2

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.

Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.