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How to modify a customer's email address in a transaction record

transactions, modify email address, transaction does not appear in customer profile, update transaction record, email linked to transaction

Eduardo Stewart avatar
Written by Eduardo Stewart
Updated yesterday

If a customer enters an incorrect or misspelled email address during checkout, the transaction may not be properly linked to their user profile. Fortunately, you can easily update the email address directly from the transaction details.

To Edit a Transaction’s Email Address:

  1. Navigate to SalesOrders & invoices

  2. Open the Transactions tab

  3. Locate the transaction you wish to update. Click the vertical ellipsis (⋮) to the right of its list entry, and select View transaction

  4. On the transaction details page, click on Edit (top right)

  5. Update the customer’s email address in the appropriate field

  6. Click Confirm to save your changes

Once updated, the transaction will be correctly linked to the customer’s profile.

Note: If the customer has multiple user accounts due to different email addresses, you may also want to merge them.

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