How to edit customer information
To edit a customer's information, follow these steps:
- Click on the Sales option on the left-hand menu.
- Click on Customers.
- On the Customers page, find the name of the customer whose information you would like to edit.
- Click on the pen icon next to their name.
- On the Edit a customer screen you can change the customer name, email, the name of your main contact if your customer is a company, and the currency you conduct your business in with that customer.
- If you click on Toggle additional info you can add an account number, contact details, address and other information about this customer.
- Click Save customer to finish editing.