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

Learn how to update the customer email address linked to a transaction.


This article explains how to modify the customer email address in a transaction record.

Use it when a customer entered an incorrect or misspelled email address during checkout and the transaction is not correctly linked to their user profile.


Step 1 - Open the Transactions tab

  1. Navigate to SalesOrders & invoices

  2. Open the Transactions tab

Step 2 - Open the transaction details

  1. Locate the transaction you want to update, and click the view icon to access the transaction details.

Step 3 - Edit the transaction record

  1. From the transaction details page, click Edit (top right).

  2. In the Customer's email address field, replace the incorrect email with the correct email address. Make sure the email address matches the customer profile that should be linked to the transaction.

  3. Click Confirm (bottom right) to save your changes.

⚠️ If the customer has duplicate accounts

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

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