This Help Article covers:

General Overview:

Sometimes, following the sending of an Invoice to a Customer, the Customer wants the Invoice addressed to another entity. This can be done by changing the Customer at the Job Window (without Unlocking the Invoice) or at the Invoice by Unlocking and changing the Customer there.

⚠️ NOTE: If the Job has a Paid Invoice, the Job's Customer Field will be greyed, and you cannot Reassign the Customer, and the Invoice's Customer Field will be greyed, and you cannot Reassign the Customer of that Invoice.

Sometimes, following the sending of a Quote/Progress Claim to a Customer, the Customer wants the Quote/Progress Claim addressed to another entity. This can only be done by changing the Customer at the Job Window, which then pushes to the Quote, Variation(s) and/or Progress Claim(s).

This will update the Customer on any Draft, Locked or the Accepted Quote and its Variation(s) or Draft and Locked Progress Claims.

⚠️ NOTE: If the Job has a Paid Progress Claim, on Save following changing the Customer, the change will not be Saved, and a Popup will advise the Customer cannot be reassigned.

💡 TIP: You can change the Customer Name at an individual Variation prior to it being Accepted, this where the Variation is going to be claimed from someone other than the Job's Customer.

1. From the Job Window, Select the Customer the Invoice, Quote, Variation, and/or Progress Claim is to be made out to

⚠️ NOTE: If the Job has an Accepted Quote, Variation, and/or a Payment Claim, a Popup will advise of this and ask "Do you wish to continue". If Yes, Press [YES] to return to the Job Window.

2. From the Job Window, Press [SAVE]

⚠️ NOTE: If the Job has a Variation addressed to another Customer, this will be changed to the reassigned Customer. If the Variation has been Accepted, it will not be able to be Unaccepted to change back unless it is the last Accepted Variation and displays the Unaccept button.

1. From the "Unlocked" Invoice Window, Select the Customer the Invoice is to be made out to

2. From the Invoice Window, Press [SAVE]

⚠️ NOTE: A Progress Claim's Customer cannot be reassigned unless there is an Accepted Variation to another Customer on the Job, then it can only be reassigned to that Customer.