Updating a Customer's Email

Updating the email address in the customer's profile

First, please update the email address of your customer in your Accounting Platform:

• Quickbooks Online {QBO}
• Xero
• Clio

Hang tight for the platforms to sync, or manually sync to update the email address in InvoiceSherpa.

Proceed to the "Customers" page to locate the customer's name. Subsequently, click on the name to access the Customer Profile.

Within the "Customer's Profile", you'll find the updated email address. 😊

If it has been updated, you can navigate to the "Customer Portal" page.  If a customer portal has already been set up for a customer, the "Force Email Update" option will be shown.

Don't forget to click on the "Force Email Update" button to update the email address for logging into the Customer Portal. This will trigger an email invitation to the customer to validate their new email address.