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How do I edit a customer’s profile?

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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.

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