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Edit AR Customer Name

Posted: Fri Feb 26, 2021 11:42 am
by Sheilah
We have a church that rents our facility every month. They have recently changed their name. Is there a way to edit their existing customer account name? Thanks.

Sheilah
PC12.2

Re: Edit AR Customer Name

Posted: Fri Feb 26, 2021 2:17 pm
by Zorak
You can make this change on the Maintain Customers screen found under Accounting > Accounts Receivable.

Re: Edit AR Customer Name

Posted: Sat Feb 27, 2021 11:13 am
by Sheilah
I looked around a bit more and discovered it was linked to a person and that is why I could not edit it in AR. I was able to edit it once I clicked on Edit Personal Profile. Thanks for the help.
Sheilah