- To edit customer details for existing customer, please find that customer under the Customers tab. Click on the customer that you want to edit the details for.
- Once you click on the name of the customer, a new tab will open up with the profile of the customer including every detail of them.
- Find Edit client under the Profile tab and click on it. Now you change or add details relating to the customer. You can change or add the contact details, Address, Payment Terms, Notifications and various other customizations that are available.
- Click on Save and the details of the customer will be updated.
