Move a Job to a Different Customer
- 22 Jun 2022
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Move a Job to a Different Customer
- Updated on 22 Jun 2022
- 1 Minute to read
- Contributors
- Print
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Warning
If an invoice for this job has been pushed to your accounting software, you will not be able to move the job to a new customer, until the invoice has been deleted (see Deleting an Invoice). This is not allowed because we are not able to change the customer on an invoice that is already in your accounting software.
1. Go to File > Utilities > Data Utilities > Move Job to New Customer
2. Select the Job.
3. Select the New Customer.
4. Click Go
Congratulations you have changed the customer!