Money in and out · Customers and team
Where do I add or change a customer's details?
ComputerOpen Customers, then open the customer and edit their details inline.
PhoneOpen Customers, then the customer and edit.
A customer that arrived from a connected processor or your accounting system is partly editable and partly not, and it is worth knowing which. Email, phone, address, notes, tags and status are yours to fill in on any customer — syncs routinely miss a phone number. The NAME on a synced customer is locked, because it belongs to the connected account and the next sync would only fight you for it; rename them there instead. A customer you added by hand has no locked fields at all.