Update Customers

Update Customers

To update a customer: 

1. Click the name of the customer in the available list of customers.





2. Click the Edit button on the Customer Overview Page. 





3. Update the necessary fields in the form.

You can make a customer active or inactive by choosing the required value from the Status drop-down. 





Note: A customer can have more than one address.
To add multiple addresses to the customer, click the +Add Address button in the Address and details column.





4. Address & Details Form appear. Add the address details in the form and click the Save button to save the address details.





4. Click the Edit link corresponding to the address in the Edit Customer Form to edit the address. 





5. Finally, click the Update button to save the Edit Customer Form details. 




Learn:
  1. Import multiple customers
  2. Add new payment term