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How to Edit Customer Information

You can update a customer's details at any time, including their contact type, addresses, and advanced information. Go to Get Paid → Customers.

Steps

  1. Go to Get Paid → Customers.
  2. Open the row actions menu (⋮) on the customer and click "Edit."
  3. In the "Edit contact" dialog, update the Contact details, Addresses, or Advanced information as needed.
  4. Click "Update & close" to save your changes.

Related Articles

  • How to Create a New Customer
  • How to Archive or Deactivate a Customer
  • How to Set Default Billing Details for a Customer

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