Customers are central to how documents function in JiffyTrade.

Every Quote and Invoice must be linked to a customer record.

Customer data is stored centrally and can be reused across multiple documents.

Access via:

My Business → Customers

📁 Customer List

The Customers screen shows:

• Client Name
• Company Name (if provided)
• Email Address
• Phone Number
• TAX ID
• TAX Exempt status
• Actions (Edit / Delete)

This is your central customer database.

➕ Adding a New Customer

To create a customer:

1. Go to My Business → Customers
2. Click Add New
3. Enter the required details
4. Click Save

Required fields typically include:

• Client Name
• Email Address

Optional fields may include:

• Company Name
• Address
• Phone Number
• TAX ID
• TAX Exempt status

✏ Editing a Customer

To edit a customer:

1. Click Edit next to their name
2. Update details
3. Click Save

Changes apply to:

• Future documents
• Existing documents when re-synced

Documents already issued are not automatically modified.

🔄 Customer Sync Behaviour (Important)

Customer data is linked dynamically inside the Document Designer.

When creating a Quote or Invoice:

• Selecting a customer pre-fills their details
• Editing those details and saving will update the stored customer record

If details differ, you will see a sync warning:

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

You may choose:

Re-sync current customer data

to restore the saved version instead.

🗑️ Deleting a Customer

Deleting a customer:

• Removes them from the customer list
• Does NOT remove historical documents
• Documents retain their stored snapshot data

However, deleting customers is generally not recommended if they have associated documents.

For audit safety:

✔ Keep historical customer records
✔ Avoid deleting customers with financial history

🔎 Searching & Managing Customers

You can:

• Search by name
• Filter customers
• Quickly access edit options

This makes it easy to maintain clean client records.

🔐 Best Practice for Customer Data

✔ Keep contact details updated
✔ Use TAX Exempt correctly for accurate calculations
✔ Avoid overwriting customer details unintentionally
✔ Review sync warnings carefully before saving

Because customer data can auto-update from documents, always confirm changes before saving.