Edit a Customer

To edit a customer click the “Customers” tab and click “Customers

 

 

 

 

 

Find the customer you want to edit and click the pencil button for that customer.

 

 

 

 

Once you are on the customer’s profile you will be able to edit their information, settings, view their invoices and payments, add payments, and much more.

(Changes on this page are saved automatically)

Updated on February 7, 2023

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