How can I edit a customer?

To edit the details for an existing customer, please follow these steps during the creation of an invoice or payment link:

  1. Select a customer from the customer selection drop-down menu.
  2. Click on the customer card to edit customer details.
  3. You can edit any of the existing details for the customer, including their name, contact information and any other relevant fields.
  4. Additionally, you have the option to add or modify the customer's address.
  5. After making the necessary changes, click Save.