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The tool for editing a customer is the Customer Edit window. Below is a screen shot of the Customer Edit window.
1) Edit a customer through the Customers window
- Click and select the Invoice ribbon tab if it isn't already selected.
- Click the Customers button to open the Customers window.
- On the Customers window, browse to the customer you want to edit, or find the customer using the search bar.
- Double click the customer record to open the Customer Edit window.
- Make changes as you like, and then click the Save button.
2) Edit a Customer through the Invoice worksheet
If the customer is displayed on the current Invoice worksheet, you can also click the View Customer Info button to open the Customer Edit window for this customer.
Please move to the Customer Detail section of this chapter for a detailed explanation of the Customer Edit window.
PDF Book
Documents
- 1Quick Start Tutorial
- 2How Invoice Manager for Excel Works
- 3Before Using a Template
- 4Template File Format
- 5Install and Upgrade
- 6Settings: Template
- 7Settings: Taxes
- 8Settings: Misc. Data
- 9Settings: Database
- 10Settings: In-cell Lookup
- 11Settings: Print
- 12Settings: Extract / Email
- 13.Customers
- 13.1Add New Customers
- 13.2Edit Existing Customers
- 13.3Customer Detail
- 14.Products
- 14.1Add New Products
- 14.2Edit Existing Products
- 14.3Product Detail
- 15.Invoices
- 15.1Create New Invoices
- 15.2Edit Existing Invoices
- 15.3Invoice Detail
- 16.Payments
- 16.1Add New Payments
- 16.2Edit Existing Payments
- 16.3Payment Detail
- 16.4Batch Payment
- 17Reports
- 18.Common Tasks
- 18.1Search Bar
- 18.2Data List Window
- 18.3Share Database
- 18.4Migrate Access Database to SQL Server
- 18.5Email Reports
- 18.6Share Files Using OneDrive
- 18.7Add-ins Appear in Excel
- 18.8Customize Invoice Template
- 18.9Custom Fields
- 18.10Advanced Database Customization
- 18.11Import External Data
- 18.12Share Database
- 18.13Install and Upgrade
- 18.14Migrate Access Database to SQL Server
- 18.15Share Files Using OneDrive
- 18.16Backup Scheduler
- 18.17Set Number of Lines
- 18.18Frequently Asked Questions
- 19License Key
- 20Cell Name Reference
- 21License Agreement