Edit a customer and choose who gets invoices

Update a customer's details, add more people at their company, and choose who receives each invoice.

Edit a customer

1. Website: on Customers, click Edit on the row (or open the customer and click Edit). App: open the customer, tap ⋮ → Edit customer.
2. Change what you need: name, currency, address, phone, website, note, contacts or custom fields.
3. Click Save (app: Save customer).

Add more contacts

1. In the edit form, click Add customer contact.
2. Enter at least a First name, and an Email if they should get invoices.
3. Save.

The first contact is the main contact. Invoices go to it by default, and customer statements are sent to it.

Choose who gets an invoice

• Website: in the invoice editor, the customer's contacts show as badges under Bill to. Use Send to this contact to include or leave out each one. You can also add Other recipients when you send.
• App: tap the CONTACT row in the builder, select the recipients and tap Update contacts.

New invoices start with all the customer's contacts selected. Contacts without a valid email are left out when you send.

Everyone you send to sees the other addresses. There's no CC or BCC.

Good to know

• Removing a contact or custom field in the edit form takes effect straight away, even if you then click Cancel. Check before you remove.
• Team members can edit customers but can't remove contacts.
• To change the customer on a single invoice, edit the invoice and pick another customer.

FAQ

My invoice went to the wrong person. Edit the invoice's contacts as above, then send it again.

A contact has no email. They show "No email assigned on contact". Edit the contact and add one.

How do I change the main contact? You can't reorder contacts. Edit the first contact, Main contact (Default email address), and change its name and email to the person you want.