Editing customer details

You can update a customer’s profile details, addresses, tags, or payment settings at any time. However, editing a profile updates all previously sent quotes and invoices, including their live permalinks and future PDF downloads. To preserve historical information on past documents, create a new customer profile instead.

Step 1: Open the customer profile

  1. From the top navigation bar, click Customers.
  2. Locate the customer and click their row to open their profile screen.

Step 2: Edit customer fields

Under the Customer Details tab:

Click the Pencil icon or the + Add buttons to edit customer information.

  • Legal Name, Email, and Phone Number: Core profile contact information.
  • Billing Address: Tax compliance address (Address, City, Province, Postal Code, Country).
  • Shipping or Service Address: Delivery or service location details (when different from the billing address).
  • Billing Contact Info: Specific contact name, email, and phone number if invoices should go to a dedicated accounts payable person instead of the main business contact.
  • Internal Notes: Private remarks visible only to your organization.
  • Tags: Add or remove organizational tags directly using the search/add box.

Note: Top-level metrics (such as Outstanding Balance, Total Paid, and Sent Invoices) update automatically based on account activity and cannot be manually edited.

Customer Details panel with contact info, address and links to add more details

Under the Customer Settings tab:

Click the Pencil icon in the top right of each section to customize customer defaults:

  • Default Settings: Customize customer-specific overrides for Payment Terms (e.g., Net 30), Quote Expiry (e.g., 30 days), Tax Calculation (e.g., Inclusive or Exclusive), and Automatic Receipts (e.g., On).
  • Payment Preferences: Select specific accepted payment methods (e.g., Interac e-Transfer, EFT / direct deposit, cash, cheque) to set custom options or pull directly from your organization's payment settings.
Coffee Shop Customer Settings tab with the Default Settings card highlighted

Step 3: Save changes

Click Save or Save changes. The updated details will immediately display on the customer profile and automatically pre-populate on any new quotes or invoices you create for this customer.

Related articles