Overview
You can view or change the customer assigned to any existing order directly from the order management screen - without having to recreate the order.
Quick Answer: Open the order, click the pen icon in the Customer details section, select a different customer, and click Save.
This article covers: Viewing and editing the customer on an existing order. Not covered here:
Creating a new customer - see How to create a new customer
Creating a new order - see How to add a new order
How to edit the customer on an order
Click Orders in the left navigation menu.
Select the order you want to update.
Open the Customer details tab on the right side of the screen
Click the pen icon to open the edit window.
Click the Customer field and select a different customer from the dropdown.
Click Save.
Need to assign a customer that doesn't exist yet? Click Add new customer directly from this window. See How to create a new customer.
When to Contact Support
Reach out to our team if:
The customer you need isn't appearing in the dropdown and can't be added through the form
You saved a customer change but the order is still showing the old customer