How do I change which Customer is attached to an Order?

This step-by-step guide shows you how to remove an existing Customer and add a new one to the Order.

Written by Annukka Matilainen

Updated at September 24th, 2024

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Navigate to the Customer section of your Order.
From the Gear menu, select Remove from Order.

You can now Add a new customer to this work order.

switch customer change attachment add customer change customer customer customer profile edit order orders order