How do I edit a customer's profile?

You can edit the following information on a customer's profile at any time:

• Customer Information
• Contact Information
• Billing Address
• Customer Status

To edit a customer's profile:

1. On the toolbar, click Recurring Billing.
2. Click the customer's record to open the detailed view.
3. Click EDIT PROFILE.
4. Edit the Customer Information:
   1. Company
   2. First Name
   3. Last Name
   4. Title
   5. Department
5. Edit the Contact Information:
   1. Email Address
   2. Daytime Phone
   3. Evening Phone
   4. Mobile Phone
   5. Fax Phone
6. Edit the Billing Address:
   1. Address Line 1
   2. Address Line 2
   3. Address Line 3
   4. City
   5. Using the drop-down menu, select the State or Province
   6. Postal Code
7. Edit the Customer Status:
   • To suspend billing, click Deactivate the Customer Account.
     OR
   • To start billing, click Activate the Customer Account.
8. Click Update Customer.