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. |
| Default payment terms | Prefills the terms on every new quote for this customer. |
| 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.
Default payment terms
Got a customer on a standing Net 30 account? Set it once on their profile and every quote you start for them opens with Net 30 already selected, instead of you picking it every time.
Pick from the common presets (Due on receipt, Net 10, Net 15, 1% 10 Net 30, 2% 10 Net 30, Net 30, Net 60, Consignment), or choose Something else… to type a house arrangement that doesn’t fit a preset, like “50% deposit, balance on pickup.”
Switching customers on a quote keeps the terms in sync with whoever’s picked, right up until you change the terms yourself. Once you’ve picked terms by hand, switching customers again won’t overwrite them. See Deposits & payment terms for how terms behave once they’re on an invoice.
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.
Type the email in lowercase
Email is the key ManagePrint uses to match an incoming order to an existing customer, and the matching is exact, character for character.
Emails you type by hand are stored exactly as typed. Emails created by a
storefront order or a CSV import are lowercased first. So a
customer you entered as Jane@Example.com will not match a storefront
order from jane@example.com, and a second, duplicate customer gets created.
Enter emails in lowercase and the problem never arises.
Already got a mismatched record? Edit the email down to lowercase. Future orders will find it.
Who can edit
Creating, editing, and deleting customers is admin-only. Managers can open the customer list and every profile, but saving a new or changed customer is refused. Workers don’t get the customer pages at all. See Roles.
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.