---
title: How to change or edit a customer from the invoice main tab or invoice edit tab
description: Follow these steps to update the customer linked to an invoice, ensuring that your records are accurate and contain the most recent information available.
---

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2. [Customers](https://knowledge.invoicequick.com/customers?hsLang=en)

# How to change or edit a customer from the invoice main tab or invoice edit tab

## Follow these steps to update the customer linked to an invoice, ensuring that your records are accurate and contain the most recent information available.

### How to change or edit a customer from the invoice main tab

**Access the Invoice Page**:

1. From the sidebar, click on "Invoices" to access your list of invoices.

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa717048915f570c6a8cf4file-Xzn13rCoFk.png)

**Select the Invoice where you want to edit the customer**:

1. Locate the invoice associated with the customer you want to edit. click on the three dots (...) option that indicates additional actions.

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa719167ad674af17cb973file-ZEHOsJSM37.png)

**Choose "View Customer"**:

1. From the dropdown menu that appears, select "View Customer." This action will take you to the customer's dedicated page.

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa71ab9638c36b868f1fd6file-5FPrToBM3w.png)

**Edit Customer Information**:

1. On the customer page, you will see details about the selected customer, including their name, contact information, and any additional information you've previously entered.

**Initiate Editing**:

1. To make changes to the customer's information, click on the "Edit Customer" option.

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa71cb8919a15d1b1d2419file-MBkftDbnFb.png)

**Edit Customer Form**:

1. After clicking "Edit Customer," a form will pop up, allowing you to modify any field related to the customer's information. This may include their name, address, email, phone number, and other relevant details.

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa72266eb51e63b8f9e17cfile-7j37kyS2FK.png)

**Make Changes**:

1. Update the fields you wish to change. You can modify customer details such as their name, address, contact information, or any other relevant information.

**Save Changes**:

1. Once you've made the necessary edits, be sure to save the changes. Look for a "Save" button on the edit customer form and click it.

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa724d48915f570c6a8cf7file-w7Sn5j1C19.png)

**Confirmation**:

1. You should see a confirmation message indicating that the customer's information has been successfully updated.

**Return to Invoice Page**:

1. Close the customer edit form, and you will be returned to the invoice page.

**Updated Customer Information**:

1. Now, the invoice is associated with the updated customer information you've just edited.

### **How-to Change a Customer from the Invoice Edit tab:**

**Access the Invoice Page**:

1. From the sidebar, click on "Invoices" to access your list of invoices.

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa7307d39e504a2aed211cfile-DDMdfJFGiV.png)

**Select the Invoice**:

1. Locate the invoice associated with the customer you want to change or edit. Click on the invoice to open it for editing.

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa73116eb51e63b8f9e17ffile-su3RV2eN7U.png)

**Edit the Invoice**:

1. Once the invoice is open, click on the "Edit invoice" option.

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa732c6eb51e63b8f9e180file-2WXVMIPs47.png)

**Access Customer Options**:

1. After entering the invoice edit mode, look for the customer's name on the invoice details page.

**Click on the name**

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa73609638c36b868f1fd9file-bcRczrtu3I.png)

**Choose "Edit Contact"**:

1. From the dropdown menu that appears, select "**Edit Contact**" . This action allows you to modify the customer associated with the invoice.

**Edit Customer Information**:

1. A form will appear, allowing you to either select an existing customer or create a new one. If you want to change the customer, choose an existing customer from the list.

![](https://knowledge.invoicequick.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets6474800a6135657c489d992cimages66aa73e5d39e504a2aed211dfile-s2xxEcdE7F.png)

**Confirm Changes**:

1. After selecting the customer or making any desired changes, confirm your choice. This will update the customer associated with the invoice.

**Save Changes**:

1. Be sure to save the changes by clicking a "Save" button, found at the bottom of the form.

**Return to Invoice Page**:

1. Close the customer edit form, and you will be returned to the invoice edit page.

**Updated Customer Information**:

1. The invoice is now associated with the updated customer information you've chosen or edited.

 

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