When an estimate, job, online order or invoice has been created and saved, it may be necessary to go back and edit the details. For example, you may like to edit the Job Title or change the delivery date.


This article will demonstrate this with a job, however the steps are the same for an estimate, online order or an invoice.


1. Open the Job.


2. Click the Job Options drop-down arrow, then select Re-Run Customer Details.



3. Edit the details as required, then click Save.





If you have any further questions, please contact Support.