Updating a Customer's Email

This article will explain how to update the email address linked to your customer's "Customer's Profile"

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

• Quickbooks Online
• Xero
• Clio

Just hang tight for the platforms to synchronize, or if you prefer, you can manually sync them. This will update the email address in InvoiceSherpa.

Go ahead and head to the "Customers" page to find the customer's name. After that, simply 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.

Please don't forget to click on the "Force Email Update" button to update the email address used for logging into the Customer Portal. This will automatically trigger an email invitation to the customer, prompting them to validate their new email address to access their Customer Portal.