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:

Learn how to add customers by manually entering their details and/or importing your contact list from your mobile device.

Tap the ‘Invoice’ dropdown menu located in the upper left corner of your screen.

Select ‘Customer’ from the available options.

Tap the blue plus (+) button in the lower right corner of your screen to add a customer.

Add your customer's information in the provided fields.

Alternatively, tap the Contact icon to automatically fill in the details from your mobile device's contact list.

Then choose the contact you wish to add as a customer.

Check that all customer details are correct, then tap the check mark in the upper-right corner to save the customer to your list.

Learn how to edit customers in your list in 6 simple steps:

Tap the ‘Invoice’ dropdown menu located in the upper left corner of your screen.

Select ‘Customer’ from the available options.

Select the customer you would like to edit.

Select ‘Details’ from the options located at the bottom.

Edit the information in the fields as needed.

Tap the check mark in the upper-right corner to save the changes you made.

Learn how to delete customers in your list in 4 simple steps:

Tap the ‘Invoice’ dropdown menu located in the upper left corner of your screen.

Select ‘Customer’ from the available options.

Select the customer you would like to delete.

Select ‘Details’ from the options located at the bottom.

Tap the trash icon in the upper right corner of your screen to remove a customer from your list.

Alternatively, select a customer from your list, swipe left, and then tap the trash icon to delete them.

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.