Steps
Open the navigation menu
Tap the icon ( ☰ ) in the top right.
Tap 'Customers'
This will take you to your list of customers.
Open the customer
Tap on the customer you want to view.
Review details
You’ll see their name, email, business info (if added), phone number, and billing address. To edit, tap the floating button ( ⋮ ) in the bottom right corner.
Tips
Use the Customers list to quickly find and autofill saved details when creating invoices.
Keeping customer info up to date ensures smooth invoice delivery and accurate records.