Skip to main content

Autofill customer details on invoices

How to autofill customer details on invoices in the NabyPay app.

Updated over 4 months ago

Steps (existing invoice)

  1. Open the invoice

    Go to Invoices and tap on the invoice you want to edit.

  2. Open the actions menu

    Tap the floating button ( ⋮ ) in the bottom right corner.

  3. Tap 'Edit'

    Confirm you want to make changes to the invoice.

  4. Go to Customer tab
    ​This shows the current customer details.

  5. Tap 'Change customer'

    Search for the customer by name.

  6. Select a customer

  7. The customer details autofill the invoice,

  8. Save and preview the invoice

    On the Invoice Details screen, go to the Preview tab to see a PDF view of the invoice with the customer details shown in the top left.


Tips

  • Autofill works for any contact saved in your Customers list.

  • You can update customer details anytime.

Did this answer your question?