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  1. Payments & Invoicing
  2. Managing Customers

Editing Customers

PreviousAdding New CustomersNextApproving Customers

Last updated 1 month ago

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Make quick and easy edits to existing customer information from your Alternative partner dashboard with these steps.


  1. Log in to your Alternative Payments partner dashboard:

  2. Go to "Customers" and select "All customers" from your side menu

  3. Select the ellipses beside the customer you wish to edit and click "Edit customer."

  1. Edit the applicable fields and save your updates

Note: If your customer's company info syncs in from your primary integration, then this information should be managed from there.

Some of the information you can edit include company details, users associated with a customer and payment methods associated with a customer.

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