You can reassign an Invoice to a different Customer in Workshop Software, as long as the Invoice has not been processed.
- Before beginning scroll down and click the Save button.
- Click the Star icon in the top right corner of the Customer Card, then select Change Customer.
- Search for the new Customer in the search field and then click their entry.
Please Note: The Customer must already exist in the system – you cannot create a Customer from this screen.
- Click the Confirm button and the Invoice will update with the new Customer’s details.
- If you would like to assign a Vehicle to the Invoice select and click the Vehicle from the Vehicle Card.
- Make sure to Save your changes after you have completed your Customer Change.
Good to Know
- You can only change the Customer on an unprocessed Invoice. Once processed, the Customer cannot be changed.
- The Customer must already exist in the system before you can assign them, create the Customer first if needed.
- Changing the Customer will update all Customer related fields on the Invoice (name, address and contact details).
Frequently Asked Questions
Will vehicle details change when I switch customers?
The Vehicle selection must be updated separately, as the new Customer will have different vehicles on file. If you need one Customer to pay an Invoice for a Vehicle owned by a second Customer Split the invoice or use a Customer Biller instead.
Can I change the customer on a processed Invoice?
No, processed Invoices are locked. You would need to copy the Invoice first or create a new Invoice for the correct Customer.
