Editing Customers*

Written by Dana Kinsey

Last published at: May 1st, 2019

To edit Customer information:

  • Go to Customers
  • Type the Customer name in the Customer search text box (or choose List to see all your customers) and select the Customer

This will take you to the Customers Record 

  • Here you can select Edit from the left menu or select any of the options from the left menu, including, add Notes to their record, make them inactive, email them, look at AR, attach a file or create invoices or payments.
  • You can also Delete a customer here, this will not remove their Profile just the customer record.