How to change or edit a customer from the invoice page

How-to edit customers from the invoice page:

Access the Invoice Page:

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

Select the Invoice where you want to edit the customer:

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

Choose "View Customer":

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

Edit Customer Information:

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:

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

Edit Customer Form:

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.

Make Changes:

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:

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

Confirmation:

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

Return to Invoice Page:

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

Updated Customer Information:

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

How-to Change a Customer from the Invoice Page:

Access the Invoice Page:

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

Select the Invoice:

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

Edit the Invoice:

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

Access Customer Options:

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

Click on the Three Dots:

Next to the customer's name, you'll see three dots (...) symbol indicating additional actions.

Choose "Create or Change Customer":

From the dropdown menu that appears, select "Create or Change Customer" . This action allows you to modify the customer associated with the invoice.

Edit Customer Information:

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.

Confirm Changes:

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

Save Changes:

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

Return to Invoice Page:

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

Updated Customer Information:

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

By following these steps, you can easily change or edit the customer associated with an invoice in InvoiceQuick. This flexibility allows you to keep accurate records and update customer information as needed for your invoices.