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Edit or remove a customer

Last updated on Jun 27, 2026

Keep customer details current, or remove records you no longer need.

Edit or remove a customer

  1. Open Customers and click the customer you want.
  2. Click Edit to update their details, then Save.
  3. To remove a customer, use the Delete action on their page.

Deleting a customer does not delete invoices already issued to them.

Tip: Search by name, email, or company to find anyone quickly.