SimpleAccounts
  • 👋Welcome to SimpleAccounts
  • Overview
    • 💡What we do
    • ✨Key Features
  • Getting Started
    • 🖥️Self-Hosted Service
    • 🛠️Installation Guide
      • Docker
      • Linux OS
      • Mac OS
      • Windows
      • 📝Setting permissions
      • 🧑Inviting Members
    • 🧑‍💻Managed Service
  • Product Guides
    • 💸Income
      • 📝Customer Invoices
        • 🔹Create and send invoices to a customer
        • 🔹Send invoices to a customer
        • 🔹Check the status of an invoice
        • 🔹Edit the payment details on an invoice
        • 🔹Update payment details on an invoice which is already sent (for which no payment has been recorded)
        • 🔹Manually record payment on a customer invoice
        • 🔹Change date on an invoice
        • 🔹Delete an invoice
        • 🔹Sort invoices dating oldest to newest
        • 🔹View paid invoices
      • 🧾Income Receipts
        • 🔹View invoices as receipts
      • 📃Quotations
        • 🔹Create a quotation
        • 🔹Send a quotation to a potential customer
    • 💲Expense
      • 💵Expenses
        • 🔹Manually add Expenses
        • 🔹Send an expense note to the payee
      • 📄Supplier Invoices
        • 🔹Create and send an invoice to a supplier
        • 🔹Send invoices to a supplier
        • 🔹Edit the payment details on a supplier invoice
        • 🔹Delete a supplier invoice
        • 🔹Update payment details for an already sent supplier invoice (with no recorded payment)
        • 🔹Delete paid supplier invoice
      • 🧾Purchase Receipts
        • 🔹View supplier invoices as receipts
    • 🏦Banking
      • 🏦Manage Bank Accounts
        • 🔹Add bank account to SimpleAccounts
        • 🔹Edit or update details of a bank account
        • 🔹Delete a bank account
      • 💱Manage Transactions
        • 🔹Add a transaction
        • 🔹Create new parsing template to import bank statement.
        • 🔹Import a transaction from your computer
        • 🔹Reconcile a transaction
        • 🔹Match transaction with books / Explain a transaction
        • 🔹Unmatch transaction with books /Unexplain a transaction
        • 🔹Match an Invoice with Bank Transaction
        • 🔹Create new parsing template to import bank statement
    • 👨‍💼Accountant
      • ⚖️Opening Balance
        • 🔹View opening balance of all the transactions
        • 🔹Add an opening balance manually
      • 📖Journal
        • 🔹View journals
        • 🔹Manually add a journal entry
    • 📊Reports
      • 🔹View a Financial Report
      • 🔹Export or download a report
      • 🔹Print a Report
      • 🔹View Profit and Loss Report
      • 🔹View a report during a specific date.
    • 💰Master
      • 📋Chart of Accounts
        • 🔹Categorize transactions
        • 🔹Add Chart of Accounts
        • 🔹Edit the type of transaction in chart of accounts
        • 🔹Delete an account from the chart of accounts
      • 👤Contact
        • 🔹Add a customer
        • 🔹Edit the details of a customer
        • 🔹Delete a customer
        • 🔹Add a supplier
        • 🔹Delete a supplier
      • 📦Product
        • 🔹Add a product
        • 🔹Update the VAT details of a product
        • 🔹Change the product category of a product
        • 🔹Delete a product
      • 🗃️Product Category
        • 🔹Create a product category
        • 🔹Edit product category
        • 🔹Change the Code of a Product category
        • 🔹Delete a product category
      • 💼VAT Category
        • 🔹Add a VAT category
        • 🔹Edit VAT category
        • 🔹Delete a VAT category
      • 💱Currency Rate
        • 🔹Add a currency rate conversion to UAE dirham
        • 🔹Add the currency rate from Indian rupee to UAE dirham
        • 🔹Update the exchange rate of a currency
        • 🔹Delete a currency rate
      • 👨‍💼Employee
        • 🔹Add an employee
        • 🔹View, send or download Payslip
    • 📦Inventory
      • 🔹View Inventory
      • 🔹Add product to inventory
      • 🔹View a product’s stock in hand
    • 👥Payroll
      • 📃Payroll Configuration
        • 🔹Add New Employee Designation
        • 🔹Add Company Details
        • 🔹Add an employee for Payroll
      • 🅿️Run Payroll
        • 🔹Create a payroll
        • 🔹Approve a Payroll
        • 🔹Reject a Payroll
        • 🔹Update a rejected payroll
        • 🔹View, send or download Payslip
        • 🔹Void an approved payroll
        • 🔹Get the salary information file of the employees
Powered by GitBook
On this page

Was this helpful?

  1. Product Guides
  2. Master
  3. Contact

Edit the details of a customer

To edit or update the customer details:

  • Go to Master --> Contact.

  • Click on the customer you want to update from the list of contacts. Make the changes and click on update.

PreviousAdd a customerNextDelete a customer

Last updated 1 year ago

Was this helpful?

💰
👤
🔹