How to add, edit and delete a customer on Bookipi Invoice

In this tutorial, we will go over how to

How to add a customer

Step 1: Select ‘Invoice’.

Step 2: Select ‘Customer’.

Step 3: Click the plus button.

Step 4: Input the customer’s details manually or prefill the details from your contact list on your mobile device by selecting the search icon.

Step 5: Select the contact you would like to create as a customer.

Step 6: Check that all the details are correct, add any additional information, and select the tick to save.

How to edit a customer

Step 1: From the ‘Customer’ list, select the customer you would like to edit.

Step 2: Select ‘Details’.

Step 3: Select the field you would like to edit.

Step 4: Edit the field and click ‘Save’.

Step 5: Once you are happy with the details, click the back arrow to save.

How to delete a customer

Step 1: from the ‘Customer’ page, scroll down to the bottom.

Step 2: Select ‘Move to trash’.

Step 3: To remove this customer completely, select ‘Delete’.

Note: if you aren’t ready to completely remove the customer from the app, select the back button instead of delete. This will store the customer in the trash section of your settings and can be retrieved as needed.

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