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How to Edit the Name & Notes for Recurring Orders

Garrett Corwin

Written by Garrett Corwin

Last updated 1 day ago

1. To edit the customer name for a recurring order, click "Options" then "Edit Customer"

2. A form will appear where you can change the customer's name. Select "Update In Progress Child Orders" to push the new name on existing "In Progress" orders

3. Click "Submit"

4. To edit the notes for your recurring order, click "Options" then "Edit Notes"

5. A similar form will appear. Adjust the notes, then decide if you want the update to impact in progress orders. Click "Submit"