Assign an invoice to a different customer

You can reassign an invoice to a different customer in Workshop Software, as long as the invoice has not been processed. This guide shows you how.

Step 1: Save the Invoice

1. Make sure the invoice is saved. The actions star will not appear on unsaved invoices.

Step 2: Open Change Customer

1. Click the Actions star button in the top right corner of the invoice.
2. Select Change Customer.

Step 3: Search for the New Customer

1. Search for the new customer in the search field.
2. The customer must already exist in the system — you cannot create a new customer from this screen.

Step 4: Confirm the Change

1. Select the correct customer and click Confirm.
2. The invoice will update with the new customer’s details.

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, contact details).

Frequently Asked Questions

Will vehicle details change when I switch customers?

The vehicle selection may need to be updated separately, as the new customer may have different vehicles on file.

Can I change the customer on a processed invoice?

No, processed invoices are locked. You would need to unprocess the invoice first or create a new invoice for the correct customer.

Also Explore

• Job Management — Feature Overview
• Dead Simple Invoicing — Feature Overview
• Workshop University: From Whiteboard to Digital — Modernising Your Job Management
• Getting Started: Customer Workflow Guide