How to Edit Customer Information?

Follow the steps below to add a customer:

Step 1. Open the Customers section from the left navigation menu. This section allows you to view, manage, and add customer records to the system (as shown in "1"). 



Step 2. Use the search bar (as shown in "2") to find the customer you want to edit by entering their name, phone number, or email address (as shown in "3").

Step 3. Scroll to the right side of the customer record, click the 3-dot menu, and select Edit to open the customer details for editing (as shown in "4").



Step 4. The customer details screen will open. Make the required changes to the customer information, such as name, email address, phone number, address, or GST details (as shown in "5"). Once the updates have been completed, click Update to save the changes (as shown in "6").



Step 5. The customer details have been updated successfully, and the changes are now reflected in the customer record (as shown in "7").