The information for every existing client can be at any point modified or added such as address, general information or contact details.
All these change possibilities are applicable to both clients and company.
1. Select the app Clients in Control Center
2. Look for the client you want to edit, click on the 3 vertical points and select Edit.
3. Complete the necessary information in the corresponding fields.
Ex. For the client Test, I want to add the phone number and the email. After completing all the sections, Save your changes.
If you want to delete a customer, select the Delete option from the three dots on the right.
Please note if you want to correct an invoice that has already been issued. Editing from the Clients menu applies to future documents; an invoice already issued keeps the data it had when it was issued, because it is generated from the client data saved on the order. To correct the client data on an issued invoice itself, go to the Sales menu, open the order from the 3 dots with View and use the Edit link in the Client section of the order. The complete steps, including the case where the invoice has already been uploaded to S.P.V. and voiding is needed, are in the article "Issuing and voiding an invoice from the Sales menu".
[tags: how to edit or delete a customer, customer application, adding new customers from admin, deleting customers from the database]