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