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Information icon Business Finance Assistant IMPORTANT: Invoicing updates are coming on Thursday, 28 November
You’ll be able to update your preferred payment methods in the new Payments Methods section under Company Settings. This section will be ready for you on 28 November.


How can I edit customer details

  • Updated

You can edit your customer's name and other details by following the steps below:

  • Go to 'Customers' from the menu on the left-hand side of the homepage
  • Click on a customer
  • Click the pen icon in the 'Info' section at the top left-hand corner to open the customer details.

edit_customer.png

 

  • Edit the 'Company' or 'Individual's name in the relevant field
  • Click 'Done' to save

 

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