Change the customer on a work order

Update the linked customer or invoice relation on an existing work order.

Change the customer on a work order when the wrong customer is linked.

You can also change the invoice relation separately.

A work order should not be open on a mobile device while you change it.

Use this on work orders that are still editable, such as Pending or Registered work orders.

1

Open the work order

Open the work order you want to change.

2

Start editing

Click Edit in the top-right corner.

3

Open the customer details

Go to Customer/Delivery.

Select the correct customer for the work order.

4

Update the invoice relation if needed

Change Customer Invoice when the invoice should go to a different customer.

5

Save the work order

Click Save.

Frequently asked questions

Can I change only the invoice relation?

Yes.

You can keep the delivery customer and change the invoice customer separately.

Can I change the customer while an employee is working on it?

Avoid that.

Change the customer when the work order is not being edited in the app.

Does this change the work order history?

The work itself stays the same.

The work order is linked to the new customer after you save.

Related topics

• Work Orders
• Customers