How do I edit a customer’s profile?

You can edit the following information on a customer’s profile at any time:

• Customer Information
• Contact Information
• Billing Address
• Customer Status

To edit a customer’s profile:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

1. On the toolbar, click Recurring Billing.
2. Click the customer’s record to open the detailed view.
3. Click EDIT PROFILE.
4. Edit the Customer Information:
   • Company
   • First Name
   • Last Name
   • Title
   • Department
5. Edit the Contact Information:
   • Email Address
   • Daytime Phone
   • Evening Phone
   • Mobile Phone
   • Fax Phone
6. 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
7. Edit the Customer Status:
   • To suspend billing, click Deactivate the Customer Account.OR
   • To start billing, click Activate the Customer Account.
8. Click Update Customer.

Tags: update profile, payments portal, recurring billing, customer profile, change, customer details, edit