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July 10, 2020
Question

Can I change the customer on a project?

  • July 10, 2020
  • 1 reply
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1 reply

July 10, 2020

Hi lithgowrailwaywo,

 

Once a project has been created it cannot be reassigned to a different customer, however you can reassign the transactions (invoices, expenses and so on) to a new customer/project if required:

 

  1. Go to the Projects tab and click on the 'old' project.
  2. Select the Transactions tab. Click on the transaction to open it, change the customer/project at the top, then Save and Close.

 

If the 'old' project is not required, you can either cancel or delete it:

 

  1. Go to the Sales (or Invoicing) tab and select Customers.
  2. Click on the customer associated with the project.
  3. Select the Projects tab. On the Options dropdown, select either Mark as cancelled or Delete. If you mark as cancelled you can come back to the project at a later date should you wish to reactivate it - deleting it however will remove it entirely.

 

Feel free to reply if you have further questions as I'm here to help!

 

-Kass