Editing Account Details

>> To edit individual account details:

• 1. Enter editing mode by clicking on the pencil icon to the right of the data field to be edited. A text box will appear containing the existing text along with tick mark and diagonal cross icons.
• 2. Click in the text box and edit text as required.
• 3. After editing the text click on the tick mark icon to exit editing mode. At this point edits can be discarded by clicking on the diagonal cross.
• 4. Edited text will appear in red (at this point your changes have not yet been saved).
• 5. To save changes click on the save button in the bottom right corner of the invoice details control.
• 6. If the edit has been successful the new value will appear onscreen in black text next to a pencil icon. No red text or save button will be visible.

'Note: It is possible to edit more than one field before committing changes to be saved.

TIPS: Remember to click the tick mark icon to exit edit mode before attempting to edit another field. And ALWAYS remember to save changes before leaving the account details control.

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