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Change The Customer On An Order
Change the Customer on a Quote
To change the customer on a quote, you must first remove all the IMPRINTS from the order. Then refresh the page.
Once all imprints/artwork have been removed you can change the customer by clicking the double arrows next to the customer name, as shown in the image below:
After removing the Artwork refresh the page.
Change the Customer on an Invoice
You will have to duplicate the invoice to create a new Quotation, and then you will be able to change the Customer.
On the Invoice, click the hamburger menu icon and select ‘Re-Order’. (This can also be done from the Job board using the “3 Dot” menu.)
This will duplicate the invoice into a quote and you can now change the customer as described previously:
