Context menu - Edit account

This documents context menu allows you to edit a customer account for sales documents (i.e. Invoices, Credit notes or Estimates) or to edit a vendor account for purchase documents (i.e. Purchases, Supplier returns or Orders) using the document details.

To edit a customer account from the documents list screen:

1.Select the Invoices, Credit notes or Estimates document type.

2.Select the document to edit the account.

3.Right-click and select Documents → Edit account option on the context menu. TheCustomer  accounts edit form with the details of the customer account for sales documents (i.e. Invoices, Credit notes or Estimates) will be displayed.

4.Enter and / or edit the fields, as necessary.

5.Click on the OK or Save button.

To edit a vendor account from the documents list screen:

1.Select the Purchases, Supplier returns or Orders document type.

2.Select the document to edit the account.

3.Right-click and select Documents → Edit account option on the context menu. TheVendor  accounts edit form with the details of the vendor account for purchase documents (i.e. Purchases, Supplier returns or Orders) will be displayed.

4.Enter and / or edit the fields, as necessary.

5.Click on the OK or Save button.

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