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Change customer on Job

System Configuration > Security > System Utilities

The system provides a utility that allows you to change the customer on an existing job, provided certain conditions are met.

  • The customer can only be changed if NO invoices have been created or processed against the job.
  • If invoices exist, this utility will not be applicable.

How to:

  • Double click on the "Change Customer on Job" utility

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You will get a prompt that to confirm you want to change the customer. 

  • Click "Yes"

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  • Select the job number you want to change 
  • Select the New Customer 
  • Click "Change"

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you will then get a pop up to say that the customer has been updated

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