Edit A Customer

Last Modified on 05/22/2019 9:36 am PDT

Go to Customers and select the customer to manage. 

You may edit the Customer Information, Payment Methods, or Shipping Addresses associated with a customer. 

Note: You are not able to edit the customer ID or payment method account number. You will need to add a new payment method and delete the old to edit the payment method account number.

To edit the Customer Information:

  1.  View the Customer Information section.
  2. Select to edit the First Name, Last Name, Business Name, Email, Customer Phone Number, or Comment.
  3. Select Save Changes.

To edit the payment information:

  1. View the Payment Methods section.
  2. Click on the row containing the payment information you will update.
  3. Edit the payment method fields: 
    1. For credit card payments: Expiration Date, First Name, Last Name, Business Name, or Billing Address.
    2. For ACH payments: First Name, Last Name, Business Name, or Billing Address.
  4. Select Update.
  5. Select Save Changes.

To edit the shipping information

  1. View the Shipping Addresses section.
  2. Click on the row containing the shipping information you will update.
  3. Edit the First Name, Last Name, Business Name, or Shipping Address.
  4. Select Update.
  5. Select Save Changes.

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