How do I update a Vendor's details?

You can update a Vendor’s information by following the steps below:

  1. Go to the Manage tab/Vendors subtab.
  2. Search for the vendor you want to edit by using the Search bar or by scrolling down the list of vendors.
  3. Choose the vendor you want to update by clicking on it.
  4. You will be prompted with a Vendor Update screen:
    1. The main details to update are Name, Website and Primary email address.
    2. If you click on More Details, you'll be able to update additional optional information such as Phone Number, Payment Terms, Billing email address, etc.

Click on Update to save changes.

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