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:::info 翻译说明 本文档目前为英文版。中文翻译即将推出。 :::

✏️ View, Edit & Delete Customers

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

Customers List – Actions

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

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

👁️ 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 all customer details: Name, Customer Type, Phone, Email, Address, Tax ID

✏️ 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​

SectionFields
BasicCustomer Name, Customer Type (Individual / Business)
ContactPhone (with country code), Email
AddressPin Code, State, Country, Address
TaxTax (GSTIN or Tax ID — alphanumeric, up to 30 characters)

🗑️ 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?​

ConditionCan 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. :::

💡 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

🔗 Related​