Edit a customer account

Customer account information can be updated by going to Customer app > View Customer Account > Settings:

• General Information:
  • Organization Name
• Billing Information:
  • By default, Billing Name = Org Name. 
    • Billing Name can be different from the Org Name.
    • If your customer requests to be billed in another entity different from their registered name, you can change their billing name here.
• Billing Email
• Buyer Tags: used for the customized reports (if any)