- Go to
Clients - Click on the debtor you want to update
- In the menu on the left, click on 'Edit data'
In this screen you can:
- adjust general debtor information
- edit contact details of the debtor (at the bottom of the screen)
- add new contacts (at the bottom of the screen)
Note:
- Only data fields without a lock
can be adjusted - The changes above may be overwritten when iController synchronizes with your accounting platform. If you want to update the debtor (contact) data, we advise you to implement changes directly on your accounting platform.