Follow these steps to easily update customer details, ensuring your billing information remains accurate and current.
Method 1: From the Customers tab:
- Hover over the customer entry.
- Click on Edit to open the Edit customer section on the right-hand side.
Once you made yoru changes, click on Save button.
Method 2: On a specific customer page:
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- Click on Edit customer located in the top-right corner.
- This will open the Edit customer section on the right-hand side.
Method 3: While editing an invoice:
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- Click on the email icon below the Bill to option to open the dropdown menu.
- Select Edit from the dropdown menu.
- The Edit customer section will open on the right-hand side.
- Click on the email icon below the Bill to option to open the dropdown menu.
Make the necessary changes to the customer information in the respective section.
Once you have made the desired edits, click on the Save button located at the bottom. The changes you made will be reflected in the customer's billing information.