Open the record from the list (the Edit icon or click on the name).
The edit form is identical to the creation one. All fields can be changed.
"General information" tab
Change the identity, contact details, category, status. Changes take effect immediately: the next invoice issued for this customer will use the new data.
Caution — Editing a customer after invoices have been issued does not retroactively change past invoices: they keep the information that was set at the time they were issued. Only new invoices and orders will use the up-to-date values.
"Address management" tab
Lets you manage several delivery addresses for the same customer (useful if a customer gets deliveries at different places — home, office, club, etc.).
- Billing address — Only one, editable. Appears on invoices.
- Delivery addresses — Several allowed. Defined by a label ("Home", "Office"…).
Available actions:
- Add an address — Dedicated button for each type (billing / delivery).
- Edit — Opens the address form for editing.
- Delete — Removes the address (can be restored from the trash).
- Restore — If the address was deleted by mistake.
For each address, the fields are the same as those in the "Address" panel of the creation form: label, address, postal code, city, country, phone numbers.
"Customer orders" tab
Shows the list of sales orders placed by this customer: reference, date, status, amount. Lets you jump quickly to an order from the customer record.
"Wishlist" tab (if e-commerce is enabled)
List of products this customer has added to their wishlist on the site. Useful for sales follow-up or outreach.
Quick comment editing
On the record in view mode, the invoice comment and the legal notices can be edited without going through the full form: a simple save updates the field.