Two small updates that save a lot of steps for anyone issuing invoices all day: editing customer details without leaving the invoice, and finding a customer by their mobile number.
Editing customer details from inside the invoice or quote
You can now edit the selected customer’s details directly from the invoice or quote form, without leaving the screen or navigating to the customer page.
An edit option appears next to the customer details once a customer is selected, opening a modal pre-filled with their current data. Edits are saved to the customer record immediately, independently of saving the invoice or quote itself.
If the customer’s country is Saudi Arabia and e-invoicing is enabled on the account, the existing rule still applies: name and address edits apply to documents in draft or pending approval status only, while issued documents keep their original data. The edit is available to users who hold the create permission on customers.
Searching for a customer by mobile number
We added mobile number search alongside the existing search by name or reference number, when creating or editing an invoice, quote, credit note, sales debit note, or receipt voucher.
Matching results appear as soon as part of the number is entered, with no need for the full number. If more than one customer shares the same number, all matches are shown so you can pick the right one. Entering a complete number with no matching customer returns no results.
The benefit shows up in the cases where the customer’s name or reference number is not precisely at hand, which is a daily occurrence in fast-moving sales.
Both updates are available now with no extra setup. Learn more about the features of Qoyod accounting software.