How to edit an existing customer
Modified on: Thu, 24 Jun, 2021 at 2:40 PM
In instances where your customer has changed their personal details, you are able to update their records in Clear Books to ensure that invoices display the correct information. Moreover, you are able to edit their preset information and invoice defaults with the benefit of certain fields being defaulted when raising subsequent invoices.
Navigate to Contacts > Customers.
Click on the Edit customer link next to the customer's name.
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