You can edit the following information on a customer’s profile at any time:
- Customer Information
- Contact Information
- Billing Address
- Customer Status
Notes:
• You can suspend billing for a customer by changing their Customer Status.
• You must provide either a first name and a last name, or a company name when editing a customer’s profile.
To edit a customer’s profile:
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
- On the toolbar, click Recurring Billing.
- Click the customer’s record to open the detailed view.
- Click EDIT PROFILE.
- Edit the Customer Information:
- Company
- First Name
- Last Name
- Title
- Department
- Edit the Contact Information:
- Email Address
- Daytime Phone
- Evening Phone
- Mobile Phone
- Fax Phone
- Edit the Billing Address:
- Address Line 1
- Address Line 2
- Address Line 3
- City
- Using the drop-down menu, select the State or Province
- Postal Code
- Edit the Customer Status:
- To suspend billing, click Deactivate the Customer Account.OR
- To start billing, click Activate the Customer Account.
- Click Update Customer.
Let us know if this answered your question. If not, please let us know why!
Tags: customer profile, change, customer details, edit, update profile, payments portal, recurring billing