How to edit your Customer details

How to edit your Customer details and add bank details.

Once your Customer has been added to Enterpryze you will be able to add in their Bank account details and edit their customer details.

In Companies > Customers, select your existing customer from the search box.

1. To edit any of your Customer details click on Edit on right side of the screen and Save all changes.

2. To add Bank details for your customer

Tip: You do not need to click on Edit to see this information

Click on the Bank Accounts tab and then click on the + sign to add a new row.

• The selection of Bank account details are taken from the ones defined in Settings > Finance & Banking > House Bank Accounts

• Fill in the remaining bank details and then click on the Save button for that row.

What's next: How to get the most from your Customer details screen