Update a party’s contact details
Correct a name, phone, address or classification without recreating its account.
Reviewed 9 October 2026
WHERE TO GO
Parties → Select party → Edit
Step by step
Search by party name, phone, city or contact name.
Select the party and choose Edit.
Correct the details and review Customer, Supplier or Both.
Save and reopen the party.
Check the new details on a relevant document preview.
What to check
- The party keeps its history with updated master details.
Things to know
- The displayed opening balance is not freely rewritten by this edit flow.
- If another user updated the record, reload before saving your changes.