Customers

How to Edit a Customer or Vendor

To edit a customer's or vendor's information, go to Partners in the left-side menu, find the name, click Actions, then Edit, make the necessary changes, and click Save.

May 20, 2025

On the left-side menu, click Partners.
Find the name of the customer or vendor whose information you would like to edit, then click on 'Actions' and then 'Edit'.
Make the required changes, then click 'Save'.

Written by

Alexandra Kyriacou

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