✏️ View, Edit & Delete Customers

Keep your customer database up to date by viewing details, editing records, and removing customers when needed.

Each customer row has three action icons in the Actions column:

Icon	Action
Eye (View)	Open read-only customer details
Pencil (Edit)	Open the customer form for editing
Trash (Delete)	Delete the customer

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👁️ Viewing a Customer

1. Go to Customers from the main menu
2. Find the customer in the list
3. Click the View icon (eye) on the customer row
4. A read-only dialog opens showing the customer's details

The dialog shows:

Field	Notes
Name & ID	Shown in the header (e.g. surya #523)
Email / Phone	Contact details
Tax ID / GST Number	Tax identifiers
Date of Birth / Age	Age is calculated from the date of birth
Customer Type	Individual or Business
Created At / Updated At	Record timestamps
Address	Full address block

Fields with no value show "Not provided". Click Close or the ✕ to dismiss.

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✏️ Editing a Customer

All customer fields can be edited at any time, regardless of whether they have existing invoices.

Steps to Edit

1. Go to Customers from the main menu
2. Find the customer (use the search bar if needed)
3. Click the Edit icon (pencil) on the customer row
4. The form opens with all current values prefilled — header shows Edit Customer
5. Update any fields
6. Click Update Customer

:::info Invoice Impact Editing a customer's details (name, address, Tax ID) does not retroactively change existing invoices. Previous invoice PDFs retain the original details at the time of creation. :::

Fields You Can Edit

Section	Fields
Basic	Customer Name, Customer Type (Individual / Business)
Contact	Phone (with country code), Email
Address	Pin Code, State, Country, Address
Tax	Tax (GSTIN or Tax ID — alphanumeric, up to 30 characters)

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🗑️ Deleting a Customer

Steps to Delete

1. Go to Customers from the main menu
2. Find the customer in the list
3. Click the Delete icon (trash) on the customer row
4. Confirm in the dialog

When Can You Delete?

Condition	Can Delete?
Customer has no invoices	✅ Yes
Customer has draft invoices only	⚠️ Delete the drafts first
Customer has finalized invoices	❌ No — preserves financial history

:::warning Data Integrity Customers with existing finalized invoices cannot be deleted to preserve your financial records and audit trail. :::

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💡 Best Practices

tip

• Regularly update the customer's Tax ID if their GST registration changes
• Update the State if a customer moves — it affects CGST/SGST vs IGST on future invoices
• Instead of deleting inactive customers, simply stop creating invoices for them

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🔗 Related

• Customers Overview — full customer list and search
• Create a Customer — add a new customer
• Create Invoice — create an invoice for a customer