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How to edit client information

Before you start

To complete the actions presented below, you must have:

  1. Go to the Partner Space. A list of your clients displays.

  2. Locate the row corresponding to the client for whom you want to edit information.

  3. Click more iconDotsHorizontalIcon at the end of the row.

  4. Edit the Client ID and/or the email address.

    InformationOutlineIcon
    Note

    You must edit the client external identifier before the 25th of the current month to apply it to your next invoice.

  5. Click Apply changes to confirm.

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