Updating a Customer's Email

Updating the email address in the customer's profile

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

• Quickbooks Online {QBO}
• Xero
• Clio

Please wait for the platforms to synchronise, or initiate a manual sync to update the email address in InvoiceSherpa.

Go to the "Customers" page to find the customer's name. Then, click on the name to view the Customer Profile.

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

If the system has been updated, you may proceed to the "Customer Portal" page. If a customer portal has already been established, the "Force Email Update" option will be displayed.

Please remember to click the "Force Email Update" button to update the email address for logging into the Customer Portal. This action will prompt an email invitation to the customer, allowing them to validate their new email address.