Edit your customer's contact record

The Customers tab is where you can see a list of all of the customers you have added to your Autobooks account. From this page, you can:

  • Edit the information for a given customer
  • Review the payments and invoices associated with a given customer

How to Manage and Organize your Customer List

Editing a customer record

Click on the Customers tab. Click on a specific customer to bring up the Customer options side menu.

Click View Customer in the side menu to bring up the Edit customer page.

Note: Email addresses must be unique for each customer record. You cannot use the same email address for multiple customer records.

  • From this page, you can edit this customer's information as needed
    • Please note that a red asterisk* denotes a required field
  • Click the [Save] button to commit any updates on this page 
  • Click the Archive customer option to archive this customer within your business' Autobooks account

View a customer's invoice balance details

Click the View Invoice balance details option from the Customer options side menu to see a list of payments and invoices associated with this particular customer.

  • You can switch customer views by clicking the Customers drop-down menu and selecting a different customer name.
  • You can also select a specific Date range to view.
  • Finally, you can click Export to export this list as a .CSV file.