Edit customer

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Edit customer
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Customer

The customer's name, company, email and phones, and how they hear from you.MoreLess
What It Does
Keeps their contact details and whether they get email and text alerts.
What It Changes
Emails and texts go to these addresses. Unticking Subscribe or Text Alerts stops those messages.
How to Use
  1. Fill in the name and at least one way to reach them.
  2. Tick how they want to hear from you.
  3. Click Save.
Help Article

Billing Address

Where they heard about you. The list is in Lead Sources settings.

Anything but Active sets every property to Non-Active.

Notifications

Billing stays in the ledger only. Nothing about billing is sent to this customer.

Change the status?

Pick why. Anything but Active also sets the properties to Non-Active. Back to Active brings back the ones that were Active.

Quick Calc

Type a rate, mix or unit question, or tap an example.