Managing your invoicing customers

You can easily view, edit, and delete invoicing customers from the invoicing page by clicking on “Customers” nested under “Invoicing.” 

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
   1. If the customer has NEVER received an invoice or has NO open invoices, you can edit their name, email, and physical address and click Update
   2. If the customer has PROCESSING invoices you will need to wait for the pending status to resolve before you can edit the customer
   3. If the customer has OPEN invoices you will have the choice to resend any open invoices so that they contain the new changes. If you’d like to resend the invoices with the updates, select the option to resend invoices and click Confirm Changes. Otherwise, you can click Confirm Changes without opting to resend the invoices.

Deleting a customer

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