How to
Change a customer's email, phone, or name
The customer's contact details are correct everywhere they show up — on their rentals, invoices, and future messages — because there is only one record to fix.
- 1
Open the customer record. You can get there from the customers list, or by clicking the customer's name on any rental, sale, invoice, or repair ticket of theirs.
Shop · customers → open a customer
- 2
Click Edit, update the field, and save.
Shop · the customer record → edit
A rental, invoice, or sale has no edit control of its own for the customer's email or phone — it always displays whatever is currently on the customer record, so editing it here is what updates every page that shows it.
Worth knowing
- If the new email already belongs to a different customer record, the app won't silently move it over — it asks you to confirm an adopt/merge. Only confirm that if you're sure it's the same person; otherwise you may be merging two different customers.