Change a customer's details and contacts

Update a customer's name, phone, email, lead source, payment terms, billing address and notes, and manage the people you deal with.

Open the customer from Customers. Their main details sit at the top of the page, and the rest are cards on the Overview tab.

Name, phone, email and terms

Step 1: Click Edit at the top of the customer's page. The Edit client window opens.
Step 2: Change the Client name, Company name, Main phone or Main email.
Step 3: Set a Lead source, such as Google or Referral, to track where the customer came from. Pick a suggestion or type your own.
Step 4: Choose Payment terms: Due on receipt, Net 7, Net 15 or Net 30. Company default uses the Invoice payment terms in Settings › Company.
Step 5: Click Update client.

The Billing address and Notes cards each have their own Edit button. Make your change right in the card and click Save.

Click Add contact on the Contacts card to add another person, with a Title such as property manager. Check Primary contact to make them the main one, then click Add contact.
Open the menu next to a contact for Edit and Delete. Contacts who aren't the primary also get Set as primary.

Good to know: The main phone and email are the primary contact's. Messages you send from the customer's page are emailed to the primary contact.

Tip: Payment terms set the due date on new invoices for this customer.