Editing client information

Customers change phone numbers, switch email providers, and move. Here is how to keep their record in Mowzey up to date.

Editing a customer is straightforward, but a few changes ripple downstream and a couple of fields you cannot change at all. This guide covers what you can edit, what happens to existing invoices and jobs when you make a change, and the difference between marking a customer inactive versus deleting them outright.

Opening the edit drawer

1
From the Customers list, click the customer you want to update.
2
On their profile, click the Edit button at the top right.
3
The same drawer you use for creating new customers slides out, this time pre-filled with the existing values. Make your changes and click Save.

What you can change

Most fields on the customer record are fully editable any time:

  • Name. Customer changed their name, got married, or you typo'd it during signup. Save fixes it everywhere it shows up in the app.
  • Email. Update freely. See the section below on what happens to invoices when you change this.
  • Phone. Update any time. The Call button on job cards picks up the new number immediately.
  • Billing address. Update when a customer moves or switches their billing contact. This is where the invoice header shows the bill-to address.
  • Status. Active or inactive (more on this below).
  • Tags and notes. Always editable, no downstream effects.

What you cannot change

A few things on the customer record are read-only:

  • Stripe customer ID. This is set by Stripe the first time a card is attached. It links your Mowzey customer to the Stripe-side customer object. Changing it would break the payment method on file.
  • Payment method. The card itself can only be updated by the customer (through their portal or a fresh invite link) or replaced via a hosted Stripe update page. You cannot type card numbers into Mowzey.
  • Customer ID. The internal cust_ ID is generated when the customer is created and never changes.

Good to know

If a customer hands you a new card number, the right move is to resend them an invite link. They drop in the new card themselves and Stripe handles the swap.

What flows downstream when you edit

The thing to know: edits update the customer record going forward. They do not retroactively rewrite history.

  • Email change. Future invoices and quotes send to the new email. Old invoices keep the email they were originally sent to in their history (so you have a record of what was delivered where).
  • Billing address change. Future invoices show the new address. Past invoices keep the address that was on them at the time. This matters for audit and reconciliation.
  • Name change. Updates everywhere in the app, including the header of past invoices the next time they are viewed. Stripe customer object name is also updated.
  • Phone change. Immediate, everywhere.

Marking inactive vs deleting

When a customer stops doing business with you, you have two options:

Mark inactive (recommended). The customer stays in your database but disappears from default views (Customers list, scheduler dropdowns, route planning). All their history, invoices, and payments stay intact. If they come back next spring, flip them to active and pick up where you left off.

Delete. Permanently removes the customer record. Only available if they have no invoices, jobs, or payments attached. If they do, Mowzey will block the delete and suggest marking them inactive instead. This is a financial-records safety thing: you cannot delete the billable entity behind invoices that exist in your books or in Stripe.

Heads up

Almost every customer should be marked inactive, not deleted. Delete is for typo'd records you created two minutes ago and want to clean up.

If something goes wrong

Save button is greyed out. Something in the form is invalid (usually a malformed email or a required field that got cleared). Look for the red error message next to the field.

Cannot delete a customer. They have invoices, jobs, or payments tied to them. Mark inactive instead.

Edits do not show up on an old invoice. Working as intended. Invoices snapshot the customer info at the time they were issued.