You can update a customer's contact details, address, tax status, and notes at any time from their profile. Changes take effect immediately and are reflected on all future transactions involving that customer.
How to Edit a Customer
Click Customers in the left sidebar.
Find the customer you want to edit using the search bar or by browsing the list.
Click on the customer's name to open their profile.
Edit the relevant fields.
Click Save to apply your changes.
What You Can Update
Name — First and last name.
Email — The address used for invoices, receipts, and payment links.
Phone
Address — Billing and shipping address used on invoices.
Tax Exempt status — Toggle on or off depending on whether this customer qualifies for tax exemption.
Notes — Internal notes visible to your team.
How Edits Affect Existing Records
Name and email changes — Future invoices and receipts will use the updated details. Past records retain the original information.
Tax exempt changes — Apply to new transactions only. Past transactions are not retroactively adjusted.
Address changes — New invoices will use the updated address. Previously sent invoices are not changed.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.