How to edit customer information

To edit a customer's information, follow these steps:

  1. Click on the Sales option on the left-hand menu.
  2. Click on Customers.
  3. On the Customers page, find the name of the customer whose information you would like to edit.
  4. Click on the pen icon next to their name.
  5. 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.
  6. If you click on Toggle additional info you can add an account number, contact details, address and other information about this customer.
  7. Click Save customer to finish editing.