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
• You can suspend billing for a customer by changing their Customer Status.
• You must provide either a first name and a last name, or a company name when editing a customer's profile.

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.
    • To start billing, click Activate the Customer Account.
  8. Click Update Customer.

Modified on: Mon, 16 Apr, 2018 at 11:35 AM