How to create, edit, copy and delete a customer
Explore these simple guides to learn how to create, edit, copy, and delete a customer in Bookipi Invoice Web v2.
In this tutorial, learn how to:
To create a customer
Learn how to create a customer with these simple steps.
Step 1: Click ‘CRM’.
Click 'CRM' on the left panel menu.
Step 2: Select the ‘All customers’ tab.
Click the ‘All customers’ tab to view your customer list.
Step 3: Click ‘+ Add customer’.
To create a customer, click ‘+ Add customer’ at the top of the page.
Step 4: Fill in the details.
Enter the customer name, email address, phone number, and any other additional information.
Step 5: (Optional) Add the customer’s billing and/or shipping address.
Click '+ Address' to add the customer's address. You can either search for the address in the field or enter it manually.
If the shipping address matches the customer's billing address, tick the 'Shipping address is the same' box. Otherwise, uncheck the box and either search for the customer's address in the address field or enter it manually.
Step 6: Click ‘Save’.
Click ‘Save’ at the bottom to add a new customer.
To edit a customer
Learn how to edit a customer in your list in 5 easy steps.
Step 1: Click ‘CRM’.
Click 'CRM' on the left panel menu.
Step 2: Select the ‘All customers’ tab.
Click the ‘All customers’ tab to view your customer list.
Step 3: Select the customer.
Click on the customer you would like to edit.
Step 4: Edit the customer details.
Edit the customer information in the fields as necessary.
Step 5: Click ‘Save’.
Click ‘Save’ at the bottom to save the changes.
To copy a customer
Learn how to copy a customer in your list in 6 simple steps.
Step 1: Click ‘CRM’.
Click 'CRM' on the left panel menu.
Step 2: Select the ‘All customers’ tab.
Click the ‘All customers’ tab to view your customer list.
Step 3: Click the ellipsis button.
Click the ellipsis button at the far right of the customer you want to copy.
Step 4: Select 'Duplicate'.
Select ‘Duplicate’ to make a copy of the customer.
Step 5: Check and edit the customer details.
Check the details and edit the information in the fields as needed.
Step 6: Click ‘Save’.
Click ‘Save’ at the bottom to save the changes.
To delete a customer
Learn how to delete a customer in your list in 5 easy steps.
Step 1: Click ‘CRM’.
Click 'CRM' on the left panel menu.
Step 2: Select the ‘All customers’ tab.
Click the ‘All customers’ tab to view your customer list.
Step 3: Click the ellipsis button.
Click the ellipsis button at the far right of the customer you want to delete.
Step 4: Select 'Delete'.
Select ‘Delete’ to delete the customer from your list.
Step 5: Confirm the deletion of the customer.
You will be prompted to confirm if you want to delete the customer. Click ‘Delete’ to remove it from your list.
Once a customer is deleted from your list, it cannot be undone or restored.
Common FAQs about how to create, edit, copy and delete a customer
Q: What is CRM?
A: CRM stands for Customer Relationship Management. It’s a system or tool used to manage and improve interactions with your customers. It helps you store customer information, track sales, and provide better service, all in one place, making it easier for you to build stronger relationships with your customers.
Q: How to search for a specific customer to edit or delete?
You can use the search bar from the ‘All customers’ tab to find a specific customer. Just ensure to enter a complete word from the customer's name or email for the search to work properly. Once located, you can select and edit or delete the customer.
Q: Can I delete multiple customers at once?
A: Yes, you can delete multiple customers at once by ticking the checkbox next to their names, selecting the customers you want to delete, and then clicking the 'Delete' button at the top of the list to remove them. However, please note that once deleted, this action cannot be undone or restored.
Q: How can I save a customer's information when there is no save button while adding or editing their record?
A: If you can't find the save button while saving your customer's information, it may be due to your screen being zoomed in. Try zooming out to make the save button visible.
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.