For Quickbooks and Xero users: You can edit customer information both ways, on your accounting software or InSitu. From your dashboard click on CUSTOMERS on the left side of the screen.
Click on the customer you would like to edit.
On this screen, you can change any information pertaining to the customer. Be sure to save your changes by clicking SAVE when you are done.
Comments
0 comments
Please sign in to leave a comment.