01-07-2022 11:10 AM
01-10-2022 01:11 PM
When you go in to the B & R account and change the "Bill To" on the location to Steve Perkins, it will remove it from them.
01-10-2022 01:09 PM
Thank you for your response! Is there a way to detach a location from a customer?
01-10-2022 12:49 PM
So you would need to set Steve Perkins up with his own account, then go to the location under B & R Construction and change the "Bill To" to Steve Perkins. He would then have 2 of the same locations under his account. All you would need to do is merge the locations since they would both be under the same account at that point. Be sure to remove any contact info on the location for B & R, if there is any, before you merge them.