Changing the Customer on a Sales Record

In business operations, there may arise situations where you need to modify the billing customer on a Sales Record such as a Quote, Booking, or Invoice. This need can stem from complex quoting and invoicing scenarios or from initial human errors during record creation.

It is important to note that altering the customer on an invoice after a payment has been made is not feasible. The invoice customer should always reflect the paying entity. If a customer change is necessary post-payment, the payment must be removed and reapplied. It is advisable to ensure the accuracy of customer details before receiving payments.

1. Ensure that the intended customer to be assigned to the sales record already exists in the system.

2. If the customer is not present, create a new customer through the Sales screen or by navigating to Setup > Customers.

3. Access the Sales Record in question by going to Sales > Sales or Sales > Find Sales.

4. Click on the Options menu located in the top right corner of the screen.

5. Choose the Change Customer option.

6. Click on the Customer selector that appears above the current customer name in the top left section of the screen.

7. Search for and select the desired new Customer.

8. Proceed to the bottom right of the page and click Save.

Upon saving, you will return to the initial screen and notice the same invoice now associated with the new customer.