How to edit customer personal details?

Customers & Supplier, Knowledgebase

Plz follow these steps:

  1. Navigate to the “Contacts” section on the left menu bar then click the “Customers” sub-menu.
  2. You will see a table of your existing customers. Search customer name in search box.
  3. Navigate to “Actions”, it is present in the first column of all customer’s rows, click on it and click the edit link.
  4. Update customer personal details that you need to change like name/phone number/email address/physical address etc.
  5. After entering the customer’s information, scroll down and click on the “Update” button on the bottom right side.

Watch this video for more information:

How to add expense?

Plz follow these steps: Click on the "Expenses" section in the left menu bar then click on the “Add Expense” sub-menu. Enter details of the expense and enter payment details. Required fields have an * sign with their names. After entering details of expenses, click on...

How to make stock adjustments of products?

Plz follow these steps: Click on the "Stock Adjustment" section in the left menu bar then click on the “Add Stock Adjustment” sub-menu. Select business location, date and select “Adjustment Type” (Normal preferred). Enter products and their quantities and enter other...

How to pay due expenses?

Plz follow these steps: Click on the "Expenses" section in the left menu bar then click on the “List Expenses” sub-menu. It will open a table of expenses. Navigate to “Actions' ' click on it in the action column, click on the “Add Payment'” link and it will open a...

How to make cash deposits in a payment account?

Plz follow these steps: Navigate to the “Payment Account” section then click on the “List Accounts” sub-menu option. It will open a list of payment accounts. In the action column, click on the “Deposit” button of the desired account and it will open a popup. Enter...

How to make funds transfer between two payment accounts?

Plz follow these steps: Navigate to the “Payment Account” section then click on the “List Accounts” sub-menu option. It will open a list of payment accounts. In the action column, click on the “Funds Transfer”button of the desired account and it will open a popup....

Learn more about CloudBiz