Support Centre

When an estimate, job, online order or invoice are created there may be instances where you are required to update or change the information relating to the customer information. For example, the contact person, or the delivery address and date may change. These changes are possible by re-running the Customer Details panel.

Estimate

1. Open an existing Estimate.

2. Click the drop-down arrow on Estimate Options (top left corner of open estimate), then select Re-Run Customer Details.

2. Make the desired changes, then click Save.

Job

1. Open an existing Job.

2. Click the drop-down arrow on Job Options (top left corner of open estimate), then select Re-Run Customer Details.

2. Make the desired changes, then click Save.

Invoice

1. Open an existing Invoice.

2. Click the drop-down arrow on Invoice Options (top left corner of open estimate), then select Re-Run Customer Details.

2. Make the desired changes, then click Save.

Online Order

1. Open an existing Order.

2. Click the drop-down arrow on Order Options (top left corner of open estimate), then select Re-Run Customer Details.

2. Make the desired changes, then click Save.

If you have any further questions, please contact Support.