Managing customer information on invoices and estimates

You can add new customers and edit existing ones directly from the customer panel on an invoice or estimate. A toggle on the panel controls whether your edits also update the saved customer profile, so historical documents stay intact. See Historical data in invoices and estimates for the broader picture.

Adding a new customer on a document

Click the Customer panel on the invoice or estimate and enter the new customer's details.

At the bottom of the panel, the Create customer profile toggle is on by default — the new customer is saved to your customer list for reuse. Turn it off for one-off sales where you don't want a permanent profile.

Editing an existing customer on a new document

When you change the details of an already-saved customer on a new invoice or estimate, an Update customer profile toggle appears at the bottom of the panel. It's on by default: your edits are written back to the customer profile and used on future documents.

Turn it off if the edits should apply only to the current document.

Editing an existing customer on an existing document

When you edit the customer on an existing invoice or estimate, Update customer profile is off by default. This prevents an older document from overwriting newer customer details. Turn it on if you do want the edits to update the profile.

Pulling in the latest customer details

If the customer profile has been updated since the document was last saved, the panel shows a Load customer details from profile button. Clicking it replaces the document's customer details with the current profile.

Deleted customer profiles

If a customer profile is deleted, existing invoices and estimates keep their original customer details as historical data. You can still edit those details on the document, but the changes apply only to that document — there's no profile left to update.

When changes are saved

Edits to the customer panel — and any profile updates the toggle controls — are committed only when you save the document. You can review everything first.