JiffyTrade uses a snapshot-based data model to protect document integrity while maintaining a centralised customer database.

Customer data is:

• Stored centrally in My Business → Customers
• Also saved as a fixed snapshot inside each document at the time it is created

This dual-layer design protects your historical records while keeping customer management flexible.

🧾 What Is a “Snapshot”?

When you create a Quote or Invoice:

• The selected customer’s details are copied into the document
• That copy is stored permanently with the document

The snapshot includes:

• Client Name
• Company Name
• Address
• Email
• Phone
• TAX ID
• TAX Exempt status

Once saved, that document keeps its own version of the data.

Even if the customer record changes later, the original document remains unchanged.

🔄 What Happens If You Edit Customer Details Later?

If you edit a customer inside:

My Business → Customers

And update their:

• Address
• Email
• Phone number
• Tax settings

Then:

• All future documents will use the updated data
• Existing documents will NOT change

This protects:

• Issued invoices
• Signed quotes
• Tax records
• Audit history

Documents reflect what was true at the time of issue.

⚠ Editing Customer Details Inside a Document

Inside the Document Designer, customer behaviour is slightly different.

If you:

1. Select a saved customer
2. Manually edit their details
3. Save the document

The system will update the central customer record to match what you entered.

If the details differ, you will see a warning:

Customer details don’t match the saved record.
Saving this document will update the selected customer in the database.

You can instead choose:

Re-sync current customer data

to restore the saved database version.

This ensures updates are intentional.

🔒 Customer Deletion Protection (Important)

Customers cannot be deleted if they have associated documents.

If a customer has existing Quotes or Invoices:

• The Delete button is disabled
• The system blocks deletion
• All associated documents must be deleted first

This is enforced at system level.

This prevents:

• Broken document relationships
• Loss of financial history
• Audit inconsistencies

Only customers with no document history can be deleted.

🔐 Why This System Matters

Without this architecture:

• Old invoices could silently change
• Customer relationships could break
• Legal and tax history could be compromised
• Quote → Invoice links could fail

JiffyTrade ensures:

✔ Historical documents remain frozen
✔ Customer database stays centralised
✔ Document relationships stay intact
✔ Deletion cannot break financial history

🧠 Best Practice

✔ Treat customer records as long-term assets
✔ Use sync warnings carefully
✔ Avoid overwriting customer data unintentionally
✔ Do not attempt to “fix” history by editing old documents
✔ Avoid deleting customers with financial history

Your archive should reflect exactly what was true when each document was issued.