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Editing customers

How to edit customers in the NabyPay app.

Updated over a month ago

Steps

  1. Open the customer

    Go to Customers 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 customer.

  4. Update customer details

    1. Toggle whether they are a person or business

    1. Enter the first and last name

    2. Add the business name (if a business)

    3. Enter the email address

    4. Add a phone number (optional)

    5. Enter the billing address

  5. Confirm details

    Tap 'Save customer' to save your changes.

Tips

  • Changes to a customer profile do not affect invoices already sent.

  • For existing invoices, you can choose whether to keep previous details or update them, look for a warning on the invoice.

  • Updated details will be used for all future invoices and autofill.

Related Articles
Editing invoices
Autofill customer details on invoices
Adding customers
Viewing customers
Deleting customers
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