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Autofill customer details on invoices

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

Updated over 10 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.

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