Edit a customer

Update a customer's name, phone, email, address, notes or MOT reminder choices.

On the customer's page

1. Open Customers and choose the customer.
2. In Contact details or Notes, change what you need.
3. Choose Save changes in the bar at the bottom.

A quick edit

1. In the Customers list, choose the three dots on the customer's row, then Edit.
2. Make your change and choose Save customer.

Good to know

• Invoices you've already issued keep the details they were issued with.
• The Copy button next to the email copies the address, and works for everyone.
• Mechanics can see customer details but can't change them.

Related

• The customer page
• Record if a customer wants MOT reminders