Edit a customer

To update or edit a customer in your Rotessa account:

1. Go to the Customers page of your Rotessa account and select the customer’s name to open their profile.
2. On the right side of the profile, select Edit on either Contact Details or Bank & Authorization Details.
3. Make the necessary changes:
   • Contact Details:
     • Customer name
     • Email address
     • Phone number
     • Address
     • Custom identifier
   • Bank & Authorization Details:
     • Authorization type
     • Bank information
     • Authorization form (upload a new one)
     • Authorization limit
4. Select Submit when done.

Alternative: From the Customers page, select the ellipses (⋯) beside the customer’s name and choose Edit Contact Details or Edit Bank Details.

Note: Uploading a new authorization form overwrites the one on file, so download the original first if you’d like to keep it.