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All CollectionsUsing MoonClerkRecurring Plans
How do I edit the custom information a payer on a recurring plan has entered?
How do I edit the custom information a payer on a recurring plan has entered?
Dodd Caldwell avatar
Written by Dodd Caldwell
Updated over 10 months ago

1) Sign in to your account

2) Click on the Plans button in your account's main navigation.

3) Click on the plan you would like to update.

4) Find the Additional Information section and click on the Edit icon for the custom field response you'd like to update.

5) Make the changes you would like to see.

6) Click the Update button.


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