Edit customer and order information
You can now edit customer and order details after a purchase has been made.
Plus, you can also regenerate and resend invoices with updated information.
Update customer information
- Find the customer:
- After a payment is completed, search for the customer using their email address.
- Open the customer’s page to view their details.
- Edit customer details:
- Click Edit, make the necessary updates, and hit Save.
Update order information
- Locate the order:
- Search for the order page.
- Edit checkout fields:
- Click Edit next to the Fields section.
- Update any field as needed.
Regenerate the invoice
- Navigate to the order page.
- Open the Invoices tab.
- Click Regenerate and then Download to get the updated invoice with the latest details.
New data types
To make capturing customer business information easy, we’ve added two new data types:
- Company name
- Billing email address
When these fields are filled, they will appear on the invoice, replacing the customer’s personal name and email address.
