Editing Customers
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<br>There are a couple ways to create a new customer. | <br>There are a couple ways to create a new customer. | ||
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# Fill out the contact information. | # Fill out the contact information. | ||
# Click '''OK'''. | # Click '''OK'''. | ||
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<br>If you cannot move the site to a new billing customer in QuickBooks because of invoice and payment history, then you will need to create a new customer site and link it to the new billing/parent customer. | <br>If you cannot move the site to a new billing customer in QuickBooks because of invoice and payment history, then you will need to create a new customer site and link it to the new billing/parent customer. | ||
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<br>- If you want to update the name and address on the moved service orders that are still '''open''', you can click''' propagate to orders''' from the site and billing tab on the customer you moved history to. | <br>- If you want to update the name and address on the moved service orders that are still '''open''', you can click''' propagate to orders''' from the site and billing tab on the customer you moved history to. | ||
<br>[[File:PropagateAddressToMergedHistory.png]] | <br>[[File:PropagateAddressToMergedHistory.png]] | ||
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