Edit Customer Information

Use these steps to edit selected fields in the Information and Customer Hierarchy tabs of the Customers workspace.

To edit customer information:

  1. Under the Accounts Receivable menu section, go to the Customers workspace.
  2. Go to either the Information tab or the Customer Hierarchy tab.
  3. Edit the fields as needed.
  4. Click Save or press ENTER.
    Maconomy saves your changes, and refreshes the browser window.