How do I edit a client's account information?
As an advisor you can edit the client's name, the name(s) that appear on their actual PDF invoices, and client ID!
- When you edit a client's name, anything new created for the client will reflect the changes you've made. Anything that already existed in our system will not get updated. (For example, if a client has an ongoing subscription and their name is changed, the name associated with the subscription will not update. Additionally, any historical payments will all keep the old name.)
- When updating client IDs, the change will reflect immediately on the Transactions export file.
To edit a name or client ID:
1. Go to Clients > View Client for the person you want to update
2. Click Edit Profile
3. Update the first/last name, name to display on invoices, or client ID and click Save Profile