Edit customer information
Update a customer name, transaction type, and business details.
In this guide
- Open the edit screen
- Update the information
- Save the changes
1. Open the edit screen
Open a customer from the customer list, then tap the edit icon in the upper-right corner of the detail screen.
2. Enter the changes
Review the customer name and transaction type, then update the business registration number, representative name, address, or contact details as needed. Customer Name and Transaction Type are required.
3. Save the changes
Tap Update to apply the changes to the customer detail and list screens. Existing transaction records remain unchanged.