- Select Customers - By Code or Name
- Select the customer from the list that you want to edit (double-click)
- The customer's information will open in the lower part of the window, in edit mode
- Make the necessary changes on the Basic Information, Billing Address, Delivery Address, Billing Details, and/or Additional Information tabs
- Save the changes by clicking the Save Changes button
NOTE! Do not make changes to the customer's information, such as name or code, if there are invoices in progress / the transfer to accounting is in progress. Modified customer information during processing will not be correctly identified in the transfer file.