Changing the Customer on a Sales Record
Occasionally, you may need to change the billing customer on a Sales Record (Quote/Booking/Invoice). This can happen in complex quoting and invoicing arrangements, or simply as a result of human error when first creating the record.
To Change the Customer on an Sales Record
- Ensure that the customer you intend to assign the sales record to currently exists in the system
- Open the Sales Record in question via Sales > Sales, or Sales > Find Sales
- Click the Options menu in the top right corner of the screen
- Select Change Customer
- Click the newly exposed Customer selector that will have appeared above the current customer name in the top left area of the screen
- Search for and Select the desired new Customer
- Navigate to the bottom right of the page and press Save
- You will be directed back to the screen you entered from, and will be able to observe the same invoice, now assigned to a new customer.