Edit a Customer

You can edit customer records in any state — enabled, disabled, active, or inactive.

Changing the name of an active customer record updates the name change on all associated cash receipts. If you don't want this result, consider creating a new customer record to reflect the name change. If you choose to create a new customer record, you may want to disable the original record to prevent it from display and use in the Cash Receipts window.

Edit a customer record

1. Select Customer Management from the Accounts Receivable/Customers menu, and the window opens.

2. Click the Customer Name link, or check the box for the customer, and click Edit. The Customer Detail window opens.

3. Make the needed changes, and click Save.

Return to Customer Management Overview