Managing customer information

Accurate customer details ensure smooth invoicing and compliance with tax regulations. 

Steps to Manage Customer Information: 

1. Navigate to the Invoices > Customers section of your dashboard.
2. Locate the customer you wish to update, click the three dots (...) icon, and select View Details.
3. In the profile window that appears, click the Edit button.
4. Update the necessary fields, such as the Tax ID, office address, or contact details.
5. Click Save to ensure these changes are applied to all future invoices.

Important Note: Customer profiles cannot be edited if there are active invoices (Finalized, Sent, or Payment Captured) linked to them. To modify customer details, all associated invoices must either be in Draft, Completed or Rejected status.