Notes:
Customers listed in the "Customers" tab are contacts who have received an invoice or payment link from you through Aspire.
Editing customer details will not change invoices or payment links that have already been sent. To update a sent invoice or payment link, you'll need to delete and create a new invoice or payment link.
Admin and Finance Users can update customer information (name and email) that appears on invoices and payment links. Changes will apply to all future invoices or payment links created for that customer.
To edit or delete a customer detail, please follow the steps below:
On your Aspire dashboard, go to "Manage Account" in the upper right corner and select "Manage Customers" (web app). On the mobile app, go to "Account", choose "Manage Account", and then select "Manage Customers"
Look for the customer's name in the list. To the right side of their name, you will see three dots.
Click on those three dots, and you will be prompted to "View details" or "Delete"
If you click on "View details", you can edit their individual or business profile:
Individual: Full name and email address
Business: Business name, contact person name, and email address
If you click on "Delete", you will be prompted to reconfirm that you want to delete this customer. If you do, go ahead and click "Yes, Delete".
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.