Tax Determination

CertManager

Edit a single customer

Follow these steps to edit customer information.

The Customer Number and Parent fields can't be edited once a complete exemption has been associated with a customer.

Go to Settings > Customers and click the customer you want to edit.
The customer information appears in a side panel.
Make your changes, then click Save.
You can read more about customer information in Customer fields.

CertManager Public User Current

Last updated: September 22, 2026