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The tool for editing a customer is the Customer Edit window. Below is a screen shot of the Customer Edit window.

edit an existing customer

1) Editing a Customer through the Customers Window

  1. Click and select the Invoice ribbon tab if it isn't already selected.
  2. Click the Customers button to open the Customers window.
  3. On the Customers window, browse to the customer you want to edit, or find the customer using the search bar.
  4. Double click the customer record to open the Customer Edit window.
  5. Make changes as you like, and then click the Save button.

2) Editing a Customer through the Invoice Worksheet

If the customer is displayed on the current Invoice worksheet, you can also click the View Customer Info button to open the Customer Edit window for this customer.

Please move to the Customer Detail section of this chapter for a detailed explanation of the Customer Edit window.