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Edit, update, change customer information

Permanently deleted user
Permanently deleted user
  • Updated

To edit and update customer information, please navigate to the Customer Management section.

 

screenshot of customer management tab from our website

Then, choose the relevant customer by searching via columns or filters:

 

screenshot of all customers page from our website

Double-click on the customer and change basic details, billing type, required documents, billing terms, and others. Once it is done click save and the changes will be reflected.

 

 

screenshot of edit customer page from our website

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