How to add, edit and delete a customer
Discover how to add, edit, and delete a customer in the Bookipi Invoice mobile app with these simple, step-by-step guides.
In this tutorial, learn how to:
How to add a customer
Learn how to add customers by manually entering their details and/or importing your contact list from your mobile device.
Step 1: Open the Menu
On your default Invoice screen, tap the ‘More’ button located in the bottom right corner.
Step 2: Select ‘Customers’
Tap ‘Customers’ located just below your business icon.
Step 3: Add a New Customer
Tap the blue plus (+) button in the lower right corner of the screen.
Step 4: Enter Customer Information
Manually fill in your customer’s details in the provided fields.
Alternatively, tap the Contact icon to automatically fill in customer details from your mobile device’s contact list. Then, select the contact you'd like to add.
Step 5: Save the Customer
Review all the customer details. If everything is correct, tap the check mark icon (✓) in the upper-right corner to save.
How to edit a customer
Learn how to edit customers in your list in 6 simple steps:
Step 1: Open the Menu
On your default Invoice screen, tap the ‘More’ button located in the bottom right corner.
Step 2: Tap ‘Customers’
Select ‘Customers’, located just below your business icon.
Step 3: Select a customer
Tap the name of the customer you would like to edit.
Step 4: Tap ‘Details’
Tap ‘Details’ in the bottom right corner to view customer information.
Step 5: Edit the necessary details
Tap on the field you want to edit or update (e.g., TAX Number), and make the necessary changes.
Step 6: Save Changes
Once you're done, tap the check mark icon (✓) in the upper-right corner to save.
How to delete a customer
Learn how to delete customers from your list in these simple steps:
Step 1: Open the Menu
On your default Invoice screen, tap the ‘More’ button located in the bottom right corner.
Step 2: Tap ‘Customers’
Select ‘Customers’ just below your business icon to open your customer list.
Step 3: Select a customer.
Select the name of the customer you want to delete.
Step 4: Tap ‘Details’.
Select ‘Details’ from the options at the bottom of the screen.
Step 5: Delete the Customer
Tap the trash icon in the upper-right corner to remove the customer from your list.
Alternative Method: From the Customer list, swipe left on a customer’s name and tap the trash icon to delete.
Customer Management FAQ – Bookipi Invoice Mobile App
Q: Can I recover a deleted customer?
A: Yes, deleted customers can be recovered. Simply navigate to the Trash folder, located just below Settings in the app. From there, you can restore any deleted customers.
Q: What fields can I edit for a customer?
A: You can edit any of the customer’s details, including name, contact information, address, tax number, and more. Tap on the desired field to make changes, then tap the checkmark icon (✓) in the upper-right corner to save.
Q: If I update a customer’s information, will the changes reflect on existing invoices?
A: No, updates to a customer’s information will not affect previously created invoices. The changes will only apply to new invoices created after the update.
Q: Will changes made on the mobile app reflect on the web version?
A: Yes, all updates made in the mobile app will automatically sync with the Bookipi web app, ensuring your customer information stays consistent across platforms.
Discover more tutorials for Bookipi Invoice on the mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app.
Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.