I created an estimate for a customer but it has now been requested that I invoice a different company.
Is there a way to change the customer on an estimate?
I created an estimate for a customer but it has now been requested that I invoice a different company.
Is there a way to change the customer on an estimate?
You can just click ‘Modify’ next to the ‘client name’, and this will bring up the option to reselect the client:
Which turns into:
Well don’t I feel stupid, I was clicking on the client name and getting a message about editing the client.
Thanks
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