# Edit Customer

## Purpose

Keep customer information accurate by updating names, contacts, addresses, VAT settings, and other details whenever they change.

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## Accessing Customers

1. In the side navigation, go to **Settings → Customer Profiles → Click on a Customer**.

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## Open the Customer to Edit

**Search**: In the search bar, type at least 3 characters of the **company name**, **email**, or **country** to filter.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FKAi6DQ9NzOHrgkN0koKv%2FScreenshot%202025-11-04%20at%2013.02.38.png?alt=media&#x26;token=7cdaf4a4-8fd0-46f9-8e02-21b28808d702" alt=""><figcaption></figcaption></figure></div>

> Tip: Click the **X** in the search bar to clear the filter and see the full list again.

**Select**: Click the **row** of the customer you want to edit.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2F8iJHS11pm2j0lRfVijT3%2FScreenshot%202025-11-04%20at%2013.00.58.png?alt=media&#x26;token=08be11ca-d9b6-41ea-b103-49a75a57a463" alt=""><figcaption></figcaption></figure></div>

The **Customer form** opens, populated with the existing details.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FmAt3wLCdQOkX8pyV4c6w%2FScreenshot%202025-11-04%20at%2013.03.26.png?alt=media&#x26;token=a09e1682-397c-420a-9d1a-457856cbf291" alt=""><figcaption></figcaption></figure></div>

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### Editable Fields

* **Customer Name** *(required)*
* **Email Address** *(optional)*
* **Representative** *(optional)*
* **Contact Number** *(optional)*
* **Registration Number** *(optional)*
* **VAT Number** *(optional)*
* **Search for Location or Business** (Google-integrated lookup)
* **Address** / **Suburb** / **State/City** / **Zip** / **Country** *(all optional)*
* **Exclude VAT on Estimates and Invoices** *(toggle)*

> Note: **Customer Name** is the only required field. You can update any subset of fields and leave others unchanged.

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### Update the Customer

* Edit the necessary fields.
* (Optional) Use **Search for location or business** to autofill address details, then adjust any field as needed.
* Set **Exclude VAT on Estimates and Invoices** if this customer should not be charged VAT.
* Click **Update Customer** to save.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2F82YpC1SfePjlwJ9YpxOV%2FScreenshot%202025-11-04%20at%2013.05.02.png?alt=media&#x26;token=be1a4e96-461c-47b9-8d71-dfdeb1adcdea" alt="" width="210"><figcaption></figcaption></figure></div>

**Result:** You return to the **Customers** list with the revised details shown in the table.

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### Delete the Customer (use with care)

* Open the customer (click its row in the table).
* Click **Delete Customer**.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2F6VYXrpcrOLNYpJGRMFCB%2FScreenshot%202025-11-04%20at%2013.05.54.png?alt=media&#x26;token=0fb34f90-240c-448a-a9a1-2a03c60620e2" alt="" width="207"><figcaption></figcaption></figure></div>

* Confirm in the prompt to permanently remove the record.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2F0LPW7Dgz2S9KL52gQSAa%2FScreenshot%202025-11-04%20at%2013.07.23.png?alt=media&#x26;token=b9b51907-e310-4758-a056-33dcc9de89e2" alt="" width="274"><figcaption></figcaption></figure></div>

> Caution: Deletion is irreversible. Ensure the customer is no longer needed before confirming.

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## Best Practices

* **Search before editing** to avoid changing the wrong record when names are similar.
* **Keep contacts current** (email, phone, representative) for smooth communication and document delivery.
* **Use the VAT toggle** per customer to keep invoices and estimates compliant.
* **Address via lookup** for consistent, geocoded entries; manually adjust if required.

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## Troubleshooting

* **Can’t find the customer?** Clear the search (**X**) or widen your search term.
* **Validation error?** Ensure **Customer Name** is present—this is the only required field.
* **Address not found?** Enter address fields manually.

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## Quick Links

{% hint style="info" %}
[Learn how to **Add a New Customer** (➕)](https://docs.cloudscaff.com/settings/customer-management/add-customer)
{% endhint %}

{% hint style="info" %}
[Learn how to **Use the Search Bar**](https://docs.cloudscaff.com/general-tools-and-features/search-and-filter-bar)
{% endhint %}