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Modify a Client

In the clients section, you can view the list of all added clients. The clients list displays the following parameters for each client:

  • Client Name
  • Email Address
  • Creation Date
  • Balance

To view the clients list:

  1. From the Top Bar, click

    The Left pane displays.

  1. From the Left Pane, click clients
    The clients section displays. Here you can view the list of existing clients.

  1. Click on the icon

  1. A dropdown displays

  1. To modify a client, select one of the following sections:

    1. Details
    2. Address
    3. Financial Information
    4. Bank Details
    5. client

The parameters display based on the selected section.

  1. Modify the parameters as required and click Save.