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April 25, 2022
Question

Can you edit customer information Like address, name etc etc?

  • April 25, 2022
  • 1 reply
  • 1 view
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1 reply

Adrian_A
Level 8
April 25, 2022

Good day, Omar Murua.

 

I'm here to share the steps on how you can modify customer details.

 

Yes, you can edit the information of your customer through the Customer information page.

 

Let me guide you with these steps:

 

  1. Click the Customers & Leads tab.
  2. On the Customers page, select the customer you want to edit.
  3. Go to the Customer Details tab.
  4. Click Edit.
  5. Modify their information.
  6. Click Save.
     

Also, if you want to send an invoice reminder to your customers, you can check this reference: Send an invoice.

 

That should do it, Omar Murua. I'm just a post-away if you have questions with sending invoices. Have a good one!