How do I edit a customer?

This article explains how to edit a customer's details, which you can do either in the Manage Customers screen, or when creating an invoice for an existing customer.

Updating customer details in the Manage Customers screen

To edit a customer's details in the Manage Customers screen, click on the Invoicing module in the sidebar menu, click Manage Customers, then click on the customer whose details you want to edit.

Updating customer details when creating an invoice

If you're creating a new invoice and select an existing customer from the drop-down menu, you can update the customer details there and then. To do this, click the 'Update Customer' button, make your updates and click 'Submit'.

To help you better understand the invoicing module as a whole, please visit the module overview page here.