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Customer changes

MV
2025-07-14

Question

Suppose a self-employed customer’s details have been updated (e.g. company number and/or name has changed), I create the customer again. But what do I do with the old customer details that are still in Dexxter? If I have to create an invoice, I don’t want to keep picking the wrong customer… I can’t just delete them either, as there are still invoices linked to them… The only thing I can think of is to add a note to the old details (customer no longer exists)?

Or what is the best way to do this?

Thank you

Then I would indeed add some extra text, purely for your own reference :) "Do not use" or something similar.

Old (already created) invoices will of course not be affected!

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You really should try it out for yourself. Even if you don’t have a company number yet, you can already go ahead.

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