Managing customer records accurately is important for invoicing, communication, and reporting. This guide shows you how to edit a customer’s details in Workshop Software so your customer information stays up to date.
1. Using the main search bar in Workshop Software, type in the name of the customer you want to make changes. Double click on the name in the search results:
2. Enter an additional information you want to add about the customer or change any of the information you have entered already. Once you have finished making the changes or additions click on the green ‘Save’ icon at the bottom right hand corner of the screen:
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- You can search for a customer by name, phone number, or email address using the search bar.
Frequently Asked Questions
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described in the steps above, check your current plan or contact the Workshop Software team to find out if an upgrade is required.
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