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 cannot edit the customer ID or payment method account number. You will need to add a new payment method and delete the old one to change the payment method account number.
To edit the Customer Information:
- View the Customer Information section.
- Select to edit the First Name, Last Name, Business Name, Email, Customer Phone Number, or Comment.
- Select Save Changes.
To edit the payment information:
- View the Payment Methods section.
- Click on the row containing the payment information you will update.
- Edit the payment method fields:
- For credit card payments: Expiration Date, First Name, Last Name, Business Name, or Billing Address.
- For ACH payments: First Name, Last Name, Business Name, or Billing Address.
- Select Update.
- Select Save Changes.
To edit the shipping information
- View the Shipping Addresses section.
- Click on the row containing the shipping information you will update.
- Edit the First Name, Last Name, Business Name, or Shipping Address.
- Select Update.
- Select Save Changes.
