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How to update a customer
How to update a customer

A quick guide on how to update an existing customer's details while trying to create a mandate.

Ogenna Ogbogu avatar
Written by Ogenna Ogbogu
Updated over a week ago

When creating an e-mandate or a signed mandate, you have the option to either create a new customer or update an existing customer's details, this includes the customer's BVN, house address, and phone number (the missing detail is specified just below the "Select Customer" box after you have selected the customer).

To create a customer, you can go through this article as a guide.

If you already have an existing customer on your dashboard and need to update their information, you can easily do so by following these steps:

  1. Click on 'Select customer'. From the dropdown, select an existing customer, and click on 'Kindly update this customer'.

  2. This will redirect you to the customer's page on your dashboard. Click on the edit button at the top right corner of your page.

  3. Enter the required details and click on the 'Update customer' button.

  4. You're done! You've successfully updated the customer's details.

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