HOW TO EDIT CUSTOMER INFOR?

HOW TO EDIT CUSTOMER INFOR?

To edit / update an customer

  • Click on 'Customer/Payee' menu and the select 'Edit Customer' submenu
  • OR

    Click on 'Cust' from the Quick menu

  • Click on 'Customer/Payee' menu and the select 'Edit Customer' submenu
  • Select the existingcustomer name that needs to be editedfrom 'SELECT A CUSTOMER TO EDIT' drop down list
  • Edit, as needed, the information shown for the customerand Click on 'UPDATE' button
  • Note: Share with all company : The system could be able to handle more than one company and this option is allowing to share the details of this customer among all the companies

  • Select 'OK' for the confirmation message
  • See also