Skip to main content

How can I update my customer's information for an invoice?

Updated

You can update the customer's information for your invoices at any time.

On the mobile app, you can update the customer's info by: 

  1. Going to "More" in the bottom right of the screen
  2. Clicking “Invoices”
  3. Clicking the ⚙️(gear) settings button in the top right corner
  4. Clicking "Customers"
  5. Select the customer you would like to edit and make the necessary changes

On the web app, you can update the customer's info by: 

  1. Clicking on the “Invoices” tab
  2. Clicking "Settings" in the top right corner
  3. Clicking "Customers"
  4. Select the customer you would like to edit and make the necessary changes

Make sure to press save once you have updated the information for the customer.