Update a customer's details, such as their tax registration or payment terms, and see the invoices you've issued to them.
Before you start
Who: a Super Admin, Admin or Accountant.
Where: the Pemo web app. Select Accounting export in the left sidebar, then select Settings. Under Required for export, select Customers.
Edit a customer
On the Customers page, select the customer. You can search for them first.
Change what you need on the Customer details tab: name, Business or Individual, phone number, email, Tax registration, TRN or TIN, contact information or Payment terms.
Select Save details.
To see the invoices you've issued to this customer, select Invoices. Receivables opens with that customer's invoices.
Good to know
To add customers, see How to add customers.
An issued invoice can't be edited. To correct it, see How to raise a credit note.