Managing your invoicing customers

You can easily view, edit, and delete invoicing customers from your Invoicing > Customers page. This guide walks you through adding new invoicing customers and editing existing ones. 

Adding a new customer

1. Click Add Customer on your “Customers” page
2. Enter your customer’s information
   1. You can enter their name, email, and physical address
3. Select Add Customer and you’re all set

Editing a customer

1. Click on the customer you would like to edit
2. Select Edit
   • If the customer has NEVER been sent an invoice or payment link and has no active items, you can edit their name, email, and physical address and click Update
   • If the customer has PROCESSING invoices or payment links you will need to wait for the pending status to resolve before you can edit the customer
   • If the customer has ACTIVE invoices or payment links you will have the choice to resend any active items so that they contain the new changes. If you’d like to resend the invoices or links with the updates, select the option to resend invoices and click Confirm Changes. Otherwise, you can click Confirm Changes without opting to resend them

Deleting a customer

1. Click on the customer you would like to delete
2. Select Delete
   • If the customer has NO open invoices or payment links, click Delete Customer
   • If the customer has ACTIVE invoices or payment links you can still click Delete Customer
     • Note: Deleting a customer with active invoices or payment links will cancel all the active items
   • If the customer has PROCESSING invoices or payment links you will need to wait for the items to process before you can delete the customer