{"id":26235,"date":"2019-04-17T12:38:42","date_gmt":"2019-04-17T11:38:42","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=26235"},"modified":"2020-11-18T14:10:22","modified_gmt":"2020-11-18T14:10:22","slug":"changing-the-customer-on-an-invoice","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/changing-the-customer-on-an-invoice\/","title":{"rendered":"Changing the customer on an invoice"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Changing the customer on a draft invoice<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\"><p>With Okappy, you can easily raise invoices from your jobs or create a miscellaneous invoice. But what if you need to change the customer on an invoice. \u00a0If the invoice is draft, then you can change the customer easily, read on to find out more.<\/p>\n<p>If the invoice has been raised, or if you still running the legacy version of Okappy invoicing, then check this article for more information on <a href=\"https:\/\/www.okappy.com\/support-article\/changing-the-customer-on-an-invoice-legacy-invoicing\/\">how to change the customer on an invoice<\/a>.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Changing the customer<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>To change the customer on a draft invoice<\/p>\n<ul>\n<li>Click the three dots next to the relevant invoice<\/li>\n<li>Click <strong>Change customer<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-31641\" title=\"draft invoice three dots menu\" src=\"https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu-1024x670.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu-1024x670.png\" alt=\"draft invoice three dots menu\" width=\"1024\" height=\"670\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27670%27%20viewBox%3D%270%200%201024%20670%27%3E%3Crect%20width%3D%271024%27%20height%3D%27670%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu-200x131.png 200w, https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu-300x196.png 300w, https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu-400x262.png 400w, https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu-600x393.png 600w, https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu-768x503.png 768w, https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu-800x524.png 800w, https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu-1024x670.png 1024w, https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu-1200x786.png 1200w, https:\/\/okappyimages.okappy.com\/draft-invoice-three-dots-menu.png 1387w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Select the new customer<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-31640\" title=\"draft invoice change customer\" src=\"https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer-1024x670.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer-1024x670.png\" alt=\"draft invoice change customer\" width=\"1024\" height=\"670\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27670%27%20viewBox%3D%270%200%201024%20670%27%3E%3Crect%20width%3D%271024%27%20height%3D%27670%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer-200x131.png 200w, https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer-300x196.png 300w, https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer-400x262.png 400w, https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer-600x393.png 600w, https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer-768x503.png 768w, https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer-800x524.png 800w, https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer-1024x670.png 1024w, https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer-1200x786.png 1200w, https:\/\/okappyimages.okappy.com\/draft-invoice-change-customer.png 1387w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<ul>\n<li>Click <strong>Change customer<\/strong><\/li>\n<\/ul>\n<p>The customer will be changed on your invoice.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">For further information<\/h1><\/div><div class=\"fusion-text fusion-text-3\"><p>For further information search in our <a href=\"https:\/\/www.okappy.com\/support\">support pages<\/a> or <a href=\"https:\/\/www.okappy.com\/forum\">forum<\/a><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Check out our step by step instructions on how to change the customer on an invoice which you have already raised<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[314],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Changing the customer on an invoice - Okappy<\/title>\n<meta name=\"description\" content=\"Check out our step by step instructions on how to change the customer on an invoice which you have already raised.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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