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 ‘Manage customers’.
On the left panel of your screen, select ‘Manage customers’ under the Management section.
Step 2: Click ‘+ Add customer’.
To create an item, click ‘+ Add customer’ in the upper right corner of the page.
Step 3: Fill in the details.
Enter the customer name, email address, phone number, and any other additional information.
Step 4: (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 5: Click ‘Save’.
Click ‘Save’ to create a new customer.
To edit a customer
Learn how to edit a customer in your list in 4 easy steps.
Step 1: Click ‘Manage customers’.
On the left panel of your screen, select ‘Manage customers’ under the Management section.
Step 2: Select ‘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. Changes will be automatically saved when you close the customer box.
To copy a customer
Learn how to copy a customer in your list in 5 simple steps.
Step 1: Click ‘Manage customers’.
On the left panel of your screen, select ‘Manage customers’ under the Management section.
Step 2: Select ‘All customers’ tab.
Click the ‘All customers’ tab to view your customer list.
Step 3: Click the three dots 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. Changes will be automatically saved when you close the customer box.
To delete a customer
Learn how to delete a customer in your list in 5 easy steps.
Step 1: Click ‘Manage customers’.
On the left panel of your screen, select ‘Manage customers’ under the Management section.
Step 2: Select ‘All customers’ tab.
Click the ‘All customers’ tab to view your customer list.
Step 3: Click the three dots button.
Click the ellipsis button at the far right of the customer you want to delete.
Alternatively, you can select the customer and then click the ellipsis button next to the customer name.
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 deleted, this action cannot be undone, and the customer cannot be restored.
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.