Editing and deleting customer details ensure your list remains accurate, which is essential for efficient invoicing and record-keeping. This article explains how to update or remove customer information in your Get Paid dashboard.
Editing or deleting customer details will not affect any invoices that were created before. The change will affect future invoices only.
This article contains the following sections:
How to edit the customer
Follow these steps to edit the customer details:
1 - In your Melio account, select Get paid in the left sidebar.
2 - Select the Customers tab.
3 - Find the desired customer in the list and select the three-dot button on the right side.
4 - In the drop-down menu, select Edit customer.
5 - A pop-up window will appear. You can now edit all the necessary details.
6 - After you complete the edits, select Save at the bottom of the Edit customer window.
That’s it. You successfully edited the customer details. A confirmation message will appear at the top of the Get paid dashboard.
How to delete the customer
You can only delete customers with no invoices, drafts, or payments. Otherwise, the customer cannot be deleted.
Follow these steps to delete a customer:
1 - In your Melio account, select Get paid in the left sidebar.
2 - Select the Customers tab.
3 - Find the desired customer in the list and select the three-dot button on the right side.
4 - In the drop-down menu, select Delete customer.
5 - A pop-up window will appear asking you to confirm the deletion.
6 - Check that you are deleting the correct customer and select Delete customer.
This action is irreversible. Select Cancel or close the window if you don’t want to proceed.
That’s it. You successfully deleted the customer from your account. You will see a confirmation message at the top of the Get paid dashboard.