Open the client account and use Edit to maintain its organization and billing information.
Account details describe the client organization. A contact's personal email or phone is maintained on the contact record. Changing an account does not automatically mean each contact should receive the same change.
The account's default tax rate and terms support billing setup. Custom item prices are managed in Price List. Review affected invoices through the invoice workflow rather than assuming a change to account defaults rewrites existing financial records.
If the record represents the wrong organization, investigate its case, contact, and invoice relationships before renaming it to another client. Edit Accounts permission is required for account changes.