Customer settings

Within this area, as well as updating the name and address that was initially configured, you can also set up some useful options related to billing and invoicing.

Please note that changing the name and address will not affect any previously raised invoices on the customer's account.

Here, you can enter an Invoice reference prefix, the VAT number for the customer, and a VAT rate (leave it blank to use the default for their country).

Finally, if you're using our Stripe integration, you can enable the option to automatically take payments via Stripe. Once payment has been taken, the stripe reference will display the customer's stripe reference from your Stripe account. You should not need to change this field and it's recommended to avoid ever doing so, as it can cause data inconsistencies in Stripe in future.