Edit a Customer

• Click on a Customer's Name.
• Click Actions > Edit.
• Make the necessary revisions.
• Click Save.

Below are links for more information on each section of the Edit Customer modal.

• General Customer Information (Name, company information, contact information, etc)
• Locations (Default billing, shipping, and additional addresses)
• Financial (Discount, tax type, accounts payable contact, etc)
• Communication Defaults (Document and canned Email defaults)
• Online Ordering (Payment options, shipping options, default portals, etc)