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:

You can learn how to create a customer with these simple steps.

On the left-hand side panel of your dashboard, click 'CRM'. You will be redirected to the customer dashboard.

On the Customer dashboard, click the 'Add customer' dropdown button. You will see three options for adding customers.

From the dropdown options, select 'Add' to manually enter customer details.

Click on each field to enter your customer’s details. By default, you can add Customer name, Company name, Business number, Email address, Phone number, and Additional notes.

You can also expand the additional fields to include Address, Job title, LinkedIn profile (if available), and Private note.

If the shipping address matches the customer's billing address, tick the 'Shipping address is the same as billing address' box. Otherwise, uncheck the box and either search for the customer's address in the address field or enter it manually.

Once all details are completed, click 'Save' at the lower-right corner of the screen.

Learn how to edit a customer in your list in 5 easy steps.

On the left-hand side panel of your dashboard, click 'CRM'. You will be taken to the customer dashboard.

From the customer list, select the customer you would like to edit or update.

Hover your mouse over any existing field (for example, Company Name). Click the field to edit it directly from the dashboard.

You can also click on an empty field (such as Phone number) to add new information.

If you need to add or update more information, click the vertical ellipsis (⋮) button beside the customer’s name, and click 'Edit'.

This will open editing mode, where you can edit/add other fields and details.

Once you’re done making updates, click 'Save' to apply and store the changes.

Learn how to copy a customer in your list in 6 simple steps.

On the left-hand side panel of your dashboard, click 'CRM'. You will be taken to the customer dashboard.

Hover your mouse over the customer you want to duplicate.

Click the vertical ellipsis (⋮) beside the customer’s name to open the options menu.

From the menu options, click 'Duplicate'.

Review the details if needed, then click 'Save' to confirm.

Learn how to delete a customer from your list in 5 easy steps.

On the left-hand side panel of your dashboard, click 'CRM'. You will be taken to the customer dashboard.

Hover your mouse over the customer you want to delete, and click the vertical ellipsis (⋮) beside the customer’s name to open the options menu.

From the menu options, click 'Delete'.

Click 'Delete' again to confirm and permanently remove the customer.

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.

You can use the search bar on the upper left part of the customer dashboard. 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.

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.

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 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.