Editing a Customer Profile

Choose
Customers > Manage Customers
.
Find the customer in the Manage Customers list. For more information, see Searching Customer Profiles.
Click
Click or tap
Tap
the
Profile ID link
for the customer.
Step Result
The customer's profile appears.
Click
Click or tap
Tap
Manage Profile
and select
Edit customer profile
.
Enter the payment information:
Select the name type. You can select either customer name or company name.
Enter the name.
Enter the customer's email address.
Click
Click or tap
Tap
Add more details
to enter optional information. You can add a customer ID from your system and optional notes about the customer.
Click
Click or tap
Tap
Add Payment Method
and add the customer's new payment method. Or,
click
click or tap
tap

to edit an existing payment method.
Click
Click or tap
Tap
Add Shipping Address
and add the customer's new shipping address. Or,
click
click or tap
tap

to edit an existing shipping address.
Click
Click or tap
Tap
Save
to update the customer. Or,
click
click or tap
tap
Cancel
if you decide not to create the customer profile.

RESULT