Edit Client

Use this page to update an existing client's information in CTB Admin. This includes contact details, identification documents, and financial settings.

Summary

Use this page to keep existing client records accurate after profile, document, or balance changes. Updates made here immediately affect future transactions and reporting.

When to use this page

• Updating client contact or business information
• Changing client status (active/inactive)
• Modifying balance limits or financial data
• Updating identification documents or photos

How to access this page

1. Go to Business → Clients from the sidebar
2. On the Client List page, select a client
3. Click on the Photo or SKU or Client Name

The system opens the Edit Client Page.

Step-by-step instructions

1. Open Business -> Clients from the sidebar.
2. Select the client by Photo, SKU, or Client Name.
3. Update the required fields across personal, business, and balance sections.
4. Review financial changes carefully before saving.
5. Click Save to apply the updates.

Field reference

• Client Name - Display name used across CTB Admin.
• Is Enabled - Controls whether the client can be used in new transactions.
• Phone Number - Main contact number, especially important when SMS is enabled.
• NID fields - Identity information and document images for verification.
• Balance and limits - Financial controls that affect statements and validation rules.

What's different from Add Client

• All fields are pre-filled with existing client data
• You are modifying, not creating a new record
• Some fields may already contain system-generated or historical values
• Changes will immediately affect future transactions

Personal Information

Update the following fields as needed:

Field	What you can change	Notes
Client Name	Edit	Updates how the client appears in the system
Is Enabled	Toggle ON/OFF	Disabling prevents usage in new transactions
Send SMS	Enable/Disable	Controls notification behavior
Business Name	Edit	Optional
Phone Number	Edit	Must be valid if SMS is enabled
Alternative Phone	Edit	Optional
Email	Edit	Optional

Business Details

Field	What you can change	Notes
NID Number	Edit	Ensure accuracy for verification
NID Front Photo	Replace	Upload a new image if needed
NID Back Photo	Replace	Upload updated image
Start Date	Edit	Should reflect actual relationship start
End Date	Set/Update	Leave empty if ongoing

Note

Replacing images will overwrite previous uploads.

Balance and Discount Information

Field	What you can change	Notes
Balance	Adjust if required	Be careful — affects financial records
Commission Balance	Adjust if required	Be careful — affects financial records
Upper Balance Limit	Modify	Controls maximum allowed balance
Lower Balance Limit	Modify	Controls minimum allowed balance
Discount Max Rate	Modify	Controls maximum discount rate
Discount Max Amount	Modify	Controls maximum discount amount

Warning

Changing balance-related fields can impact financial tracking and reports.

Saving Changes

After updating the required fields:

• Click Save to apply changes
• Changes are immediately reflected across the system

Tips and Common Issues

• The SKU field cannot be changed after a client is created.
• Disabling a client prevents it from being used in future transactions
• Ensure Phone number is correct before enabling SMS
• Avoid unnecessary changes to Balance, as it affects reports
• Always verify NID information before saving

Related Pages

• Add Client — Create a new client
• Client Detail — View client profile and history
• Client Reports — Analyze client financial data