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How to update my customer's contact email address

If you have integrated your ERP or accounting software with Notch, you can update the customer email on the Notch AR dashboard by following the steps below.

  1. Update the customer email address in your Quickbooks or the software that you are using.

  2. Issue a new invoice for that customer, or make an adjustment to an existing invoice for that customer - we recommend temporarily changing the invoice date, then saving the changes in QuickBooks.

  3. This will prompt the system to refresh and update the customer details, it may take up to 10–15 minutes to sync.

  4. Check the customer contact details in the Notch AR dashboard. Then, you can revert the invoice date in QuickBooks once it's updated.