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📝 Changing the Customer a Vehicle will be Invoiced To

Pavel Salutski
Pavel Salutski
  • Updated

Question

How can I change the customer a vehicle will be invoiced to to be different to the customer having the vehicle?

Answer

In order to change the person/company, you will be invoicing the vehicle to, you will need to go in the customer order for it:

Vehicles > Customer Order > Create/Amend:

Then you need to click on the Customer box in order to choose the customer that will be buying it. This will re-direct you to CRM to choose an existing customer from the database. Once you do that you will see that both boxes "Customer" and "Invoice to" will show the same person/company:

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In order to now change the the customer that you will now be invoicing for it, please click on the "Invoice to" box and then click Search. Then choose the respective customer record from CRM and hit Accept. This will now change the person/company that you are about to invoice:

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We can now complete the customer order and then we can see the actual invoice information in: Vehicles > Invoicing > Invoice:

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You can then proceed and invoice the customer.