CustomersUpdated May 2026
Edit Customer
How to update an existing customer record.
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Overview
You can update a customer's details at any time. Changes take effect immediately but do not retroactively update invoices that have already been created.
How to Edit a Customer
- 1
Go to Revenue → Customers.
- 2
Find the customer in the list.
- 3
Click the Actions menu (three dots) on the customer row.
- 4
Select Edit.
- 5
Update the fields as needed.
- 6
Click Save to apply the changes.
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Important
Editing a customer's name or address will not update invoices that were already created. If you need the updated address on a new invoice, make sure to edit the customer before creating the invoice.
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