If your customer’s contact information has changed or you no longer need them in your contacts, editing and deleting them is simple.
How to edit a customer:
1. Go to Customers in the left sidebar.
2. Then choose which customer you wish to edit.
3. In the Customer details section on the right.
4. Click the three dots and select Edit contact.
5. Update their details and click Done.
How to delete a customer:
1. Go to Customers in the left sidebar.
2. Then choose which customer you wish to delete.
3. Go to the Customer details section on the right,
4. Click the three dots and select Delete contact.
5. Click Yes, Delete this contact to confirm.
NOTE: Double check this is the customer you wish to delete.
Deleting a customer is permanent, so it’s best to double-check you selected the right one.
You cannot delete the customer if they have unsent, sent, in-progress, or paid invoices.
That’s it!