How to create, edit, copy and delete a customer on Bookipi Web

In the following tutorial we will show you how to:

  1. Create a customer
  2. Edit a customer
  3. Copy a customer
  4. Delete a customer

To create a customer

Step 1: Select + Create and select + Customer

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Step 2: Input their Name, Email address, Contact number, and any other Additional information

Step 3: search for their address in the address bar OR enter the address manually

Step 4: Search for shipping address, enter it in manually, or simply copy from address and click save

And you’re done!

To edit a customer

Step 1: Click on “Customers”.

Step 2: Select the customer you would like to edit

Step 3: Edit the details you need to and select update.

To copy a customer

Step 1: From the customer’s page, click the three dots next to the customer you would like to copy.

Step 2: Select Copy.

Step 3: Review the information and make any changes and click save.

To delete a customer

Step 1: Select the three dots next to the customer you would like to delete

Step 2: Select delete.

Step 3: Click Ok to delete.

Now onto creating your first item and one step closer to creating your first invoice!

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