{"id":34643,"date":"2023-09-14T12:11:46","date_gmt":"2023-09-14T12:11:46","guid":{"rendered":"https:\/\/www.wpstaq.com\/?post_type=knowledgebase&p=34643"},"modified":"2026-10-26T02:42:35","modified_gmt":"2026-10-26T02:42:35","slug":"amending-your-customers-details-on-file","status":"publish","type":"knowledgebase","link":"https:\/\/www.wpstaq.com\/nz\/knowledgebase\/amending-your-customers-details-on-file\/","title":{"rendered":"Amending Your Client’s Details on File"},"content":{"rendered":"

The name, email, and address on a client record are what print on invoices and receipts. These steps update that record when those documents show the wrong details.<\/p>\n

Update client details<\/h2>\n
    \n
  1. Go to Clients<\/strong>.<\/li>\n
  2. Stay on Billing<\/strong>. The first rail item is the client directory.<\/li>\n
  3. Find the client. Open the row Actions menu.<\/li>\n
  4. Click Update<\/strong>.<\/li>\n
  5. You can amend display name, email address or add additional email addresses, business name, phone number or address.<\/li>\n
  6. Add extra invoice emails if you need them.<\/li>\n
  7. Click Save Changes<\/strong>.<\/li>\n<\/ol>\n

    \"Clients<\/p>\n

    Need some help?<\/h2>\n

    Open a support ticket if the control is not in Staq, or the change does not save.<\/p>\n","protected":false},"featured_media":32971,"parent":0,"template":"","class_list":["post-34643","knowledgebase","type-knowledgebase","status-publish","has-post-thumbnail","hentry","categories-staq-billing-client"],"acf":[],"yoast_head":"\nAmending Your Client's Details on File - Managed Hosting Platform for WordPress<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wpstaq.com\/knowledgebase\/amending-your-customers-details-on-file\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Amending Your Client's Details on File - Managed Hosting Platform for WordPress\" \/>\n<meta property=\"og:description\" content=\"The name, email, and address on a client record are what print on invoices and receipts. 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