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Edit customer details

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This article applies to:Exemption Certificate Management Pro

Change basic information for one customer. To update many customers at once, use the import template.

Steps

  1. In the home page, go to Exemptions > Customers.
  2. Select the Customer code of the customer that you want to edit.
    The Customer details page opens.
  3. Edit the details on the Customer details tab.
  4. Click Save.
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