Managing Customers

Once a customer is created, you can edit, delete, merge, or export customer records to maintain an accurate and up-to-date database.

Updating Customer Information

You can easily edit a customer’s details at any time, such as contact information, payment terms, or reminders.

To Edit a Customer:

1. Click on the three dots (•••) next to the customer’s name.

2. Select Edit Customer from the dropdown menu.

   
3. Modify the Customer Details.

4. Click the Save Changes button.

   
5. Click OK to confirm or Cancel if you do not want to proceed with the changes.

   

Deleting a Customer

Customers can be removed from the system if they are no longer active or were created in error.

To Delete a Customer:

1. Click on the three dots (•••) located at the end of the customer’s row.

2. Select Delete Customer from the dropdown menu.

   

   Alternative Method:

   1. Click on the three dots (•••) next to the customer’s name.

   2. Select Edit Customer from the dropdown menu.

   3. In the Edit Customer view, you will find the Delete Customer button located at the end of the customer details section.

3. Click Delete to confirm or Cancel if you do not wish to proceed.

   

Merging Duplicate Customers

If duplicate customer records exist, you can merge them into a single record to maintain data consistency.

To Merge Customers:

1. Select the customers to merge.

   Note:

   You can only select 2 customers to merge at a time. Ensure you have selected the correct customers before proceeding with the merge.

2. Click the Merge Customers button at the bottom of the screen.

   
3. A pop-up window titled "Choose main customer" will appear. Select the main customer you want to keep from the options presented. This will retain their name, details, and avatar.

4. After selecting the main customer, click the Proceed with merge button to finalize the action.

Exporting Customer Records

You can export all customer data for reporting, analysis, or backup purposes.

To Export Customers:

1. Click the three dots (•••) next to the + Add Customer button.

2. Select Export customers.

   

The customer data will be exported automatically in XLSX format.

See Also

Learn more about handling customer records and invoicing:

• Add a New Customer to Rillet

• Create a New Invoice

• Custom Email for Invoicing