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E21J
November 29, 2019
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Customers - converting customers to jobs

  • November 29, 2019
  • 1 reply
  • 0 views

Hi, is there a way to convert a customer into a job, i.e. to make one existing customer the job of another or new customer?

 

For example, one customer has bought another customer but operations are to be kept separate.

 

Please note that I do not want to merge the customers as this would not achieve my aim as operations are to be kept separate.

 

Many thanks.

Best answer by Kristine Mae

I can see that you're using the Desktop version, E21J. Let me guide you on how it works in that specific program.

 

You're unable to convert customers to jobs. You'll have to inactivate and recreate them. Then, set them up under a specific customer.

 

First, here's how you can inactivate a customer:

  1. Click the Customers menu.
  2. Go to Customer Centre.
  3. Select the customer, then open the profile.
  4. Tick the Customer is inactive box, then click OK. 

Then, here's how to recreate them as a job:

  1. Click New Customer & Job, then select Add Job.
  2. Enter a job name.
  3. Click the CUSTOMER drop-down arrow, then select the parent customer.
  4. Enter an opening balance if necessary, then add the date.
  5. Fill in the necessary fields. 
  6. Click OK. 

If you change your mind and wish to merge them instead, I'll share you the article with the steps to better guide you. 

 

Don't hesitate to drop a comment below if you have more questions. We're just here to address them. 

1 reply

P
payment after leaving
November 29, 2019

HiE21J

 

How would you like to account for the income for both jobs, do want to keep them separate or the total to be added together?

E
E21JAuthor
December 9, 2019

HI, if you can give the options for both, that would be great!  Many thanks.

Kristine Mae
Kristine MaeAnswer
December 9, 2019

I can see that you're using the Desktop version, E21J. Let me guide you on how it works in that specific program.

 

You're unable to convert customers to jobs. You'll have to inactivate and recreate them. Then, set them up under a specific customer.

 

First, here's how you can inactivate a customer:

  1. Click the Customers menu.
  2. Go to Customer Centre.
  3. Select the customer, then open the profile.
  4. Tick the Customer is inactive box, then click OK. 

Then, here's how to recreate them as a job:

  1. Click New Customer & Job, then select Add Job.
  2. Enter a job name.
  3. Click the CUSTOMER drop-down arrow, then select the parent customer.
  4. Enter an opening balance if necessary, then add the date.
  5. Fill in the necessary fields. 
  6. Click OK. 

If you change your mind and wish to merge them instead, I'll share you the article with the steps to better guide you. 

 

Don't hesitate to drop a comment below if you have more questions. We're just here to address them. 

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