How to Update a Customer's Information?
Written By Stefan S.
Last updated 11 months ago
When a customer makes a typo during the checkout process or needs to update their customer details, you can go in and edit/update their customer information.
There are two ways to do this…
Option 1:
Go to Payments → Transactions/Subscriptions and open the details modal.
From there, you will be able to hover over the editable field and click on it to make it editable.

Option 2:
Customer Billing Portal: Self-Service Option
Customers also have the ability to manage their information directly via the Customer Billing Portal.
This includes editing their:
Email Address
Billing Address
Shipping Address
Tax ID (where applicable)

Optionally, you will have the option to re-fire all transactional events (email, webinar, membership, fulfillment) so the customer receives all of their logins and access to their proper email address.
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