{"id":145,"date":"2019-07-29T14:34:51","date_gmt":"2019-07-29T14:34:51","guid":{"rendered":"https:\/\/pages.globalpaymentsintegrated.com\/helpcenter2020\/1\/how-do-i-edit-a-customers-profile\/"},"modified":"2024-08-01T18:32:25","modified_gmt":"2024-08-01T18:32:25","slug":"how-do-i-edit-a-customers-profile","status":"publish","type":"post","link":"https:\/\/help.globalpaymentsintegrated.com\/1\/account-management\/payments-portal\/recurring-billing\/how-do-i-edit-a-customers-profile\/","title":{"rendered":"How do I edit a customer&#8217;s profile?"},"content":{"rendered":"\n<p>You can edit the following information on a customer&#8217;s profile at any time:<\/p>\n\n\n\n<ul>\n<li>Customer Information<\/li>\n\n\n\n<li>Contact Information<\/li>\n\n\n\n<li>Billing Address<\/li>\n\n\n\n<li>Customer Status<\/li>\n<\/ul>\n\n\n\n<div class=\"notice\"><strong>Notes:<\/strong>\n<p>\u2022 You can suspend billing for a customer by changing their Customer Status.<\/p>\n<p>\u2022 You must provide either a first name and a last name, or a company name when editing a customer&#8217;s profile.<\/p>\n<\/div>\n\n\n\n<p>To edit a customer&#8217;s profile:<\/p>\n\n\n\n<p><strong>Option 1<\/strong>. Complete the steps in the following video:<\/p>\n\n\n\n<div style=\"text-align: center\">\n<p><\/p><\/div>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-content\/uploads\/sites\/4\/2019\/07\/How-do-I-edit-a-customers-profile.mp4\"><\/video><\/figure>\n\n\n\n<p><strong>Option 2<\/strong>. Complete the following steps:<\/p>\n\n\n\n<ol>\n<li>On the toolbar, click <strong>Recurring Billing<\/strong>.<\/li>\n\n\n\n<li>Click the customer&#8217;s record to open the detailed view.<\/li>\n\n\n\n<li>Click <strong>EDIT PROFILE<\/strong>.<\/li>\n\n\n\n<li>Edit the Customer Information:\n<ul>\n<li><strong>Company<\/strong><\/li>\n\n\n\n<li><strong>First Name<\/strong><\/li>\n\n\n\n<li><strong>Last Name<\/strong><\/li>\n\n\n\n<li><strong>Title<\/strong><\/li>\n\n\n\n<li><strong>Department<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Edit the Contact Information:\n<ul>\n<li><strong>Email Address<\/strong><\/li>\n\n\n\n<li><strong>Daytime Phone<\/strong><\/li>\n\n\n\n<li><strong>Evening Phone<\/strong><\/li>\n\n\n\n<li><strong>Mobile Phone<\/strong><\/li>\n\n\n\n<li><strong>Fax Phone<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Edit the Billing Address:\n<ul>\n<li><strong>Address Line 1<\/strong><\/li>\n\n\n\n<li><strong>Address Line 2<\/strong><\/li>\n\n\n\n<li><strong>Address Line 3<\/strong><\/li>\n\n\n\n<li><strong>City<\/strong><\/li>\n\n\n\n<li>Using the drop-down menu, select the <strong>State or Province<\/strong><\/li>\n\n\n\n<li><strong>Postal Code<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Edit the Customer Status:\n<ul>\n<li>To suspend billing, click <strong>Deactivate the Customer Accoun<\/strong><strong>t<\/strong>.OR<\/li>\n\n\n\n<li>To start billing, click <strong>Activate the Customer Account<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <strong>Update Customer<\/strong>.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>You can edit the following information on a customer&#8217;s profile at any time: Notes: \u2022 You can suspend billing for a customer by changing their Customer Status. \u2022 You must provide either a first name and a last name, or a company name when editing a customer&#8217;s profile. To edit a customer&#8217;s profile: Option 1. [&hellip;]<\/p>\n <div style=\"margin-bottom:20px;\" class=\"page-blu\"><a class=\"moretag\" href=\"https:\/\/help.globalpaymentsintegrated.com\/1\/account-management\/payments-portal\/recurring-billing\/how-do-i-edit-a-customers-profile\/\">Read More <\/a><\/div>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[224,27,45],"tags":[361,362,350,363,31,93,364],"_links":{"self":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/145"}],"collection":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/comments?post=145"}],"version-history":[{"count":2,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/145\/revisions"}],"predecessor-version":[{"id":2670,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/posts\/145\/revisions\/2670"}],"wp:attachment":[{"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/media?parent=145"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/categories?post=145"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.globalpaymentsintegrated.com\/1\/wp-json\/wp\/v2\/tags?post=145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}