What this does
Lets you update a customer's name, email address, phone number, or billing address. You can also deactivate a customer so they no longer appear in dropdown lists when creating invoices and quotes.
When to use it
Use this whenever a customer changes their details, or when you want to remove an old customer from your active lists without deleting their transaction history.
Step by step
- Go to Customers in the Sales menu
- Find the customer you want to edit and click their name to open the detail page
- Click Edit
- Update the fields you need to change (name, email, phone, or address)
- Click Save
- To deactivate a customer instead, open their detail page and click Deactivate
- Confirm when prompted — the customer will be hidden from new invoices and quotes but all existing records are preserved
- To reactivate a deactivated customer, filter by inactive customers, open the record, and click Activate