How to edit a customer?
To edit or update customer information in InvoiceQuick, you have multiple options:
- From the Customers tab:
- Hover over the three dots icon on the right side of the customer entry.
- Click on Edit to open the Edit customer section on the right-hand side.
On a specific customer page:
- Click on Edit customer located in the top-right corner.
- This will open the Edit customer section on the right-hand side.
While editing an invoice:
- Click on the three dots icon below the Bill to option to open the dropdown menu.
- Select Edit from the dropdown menu.
- The Edit customer section will open on the right-hand side.
Make the necessary changes to the customer information in the respective section.
Once you have made the desired edits, click on the Save button located at the bottom. The changes you made will be reflected in the customer's billing information.
By following these steps, you can easily edit and update customer information in InvoiceQuick, ensuring that the billing details are accurate and up to date.