Adding & editing customers
Add a customer
Go to Customers and click New customer. Only the name is required. Everything else is optional, but the more you fill in, the less you re-type later.
| Field | Why it matters |
|---|---|
| Name | Required. The customer or contact you’re working with. |
| Where quote approval links and payment links go. | |
| Phone | Quick contact during a job. |
| Company | Groups contacts who buy under one business. |
| Address, city, state, zip | Prints on invoices and helps with shipping. |
| Notes | Anything worth remembering: tax status, terms, preferences. |
A customer with nothing but a name is perfectly valid. Add the rest as you learn it.
Edit a customer
Open the customer from the list and click Edit on their info card. You can change any field except the customer’s underlying ID. Email is stored in lowercase and matched case-insensitively, so storefront orders and imports line up with the right person automatically.
Deleting a customer
You can only delete a customer who has no quotes and no jobs. If they have history, ManagePrint blocks the delete and tells you so. This protects your records: a paid invoice should never lose the customer attached to it.
Need to clear out an old customer with history? Handle their open quotes and jobs first, then delete. Or just leave them, an unused customer costs nothing.