I need to change a location under a customer to it's own customer. Example is below. Steve Perkins is a location under B & R construction. We need to separate the two. Steve Perkins does not want B & R construction to appear on his invoices.

Previous ContributorPrevious Contributor
Former Community Member

image

3 REPLIES 3

dwhite45
Valued Contributor

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.

Previous ContributorPrevious Contributor
Former Community Member

Thank you for your response! Is there a way to detach a location from a customer?

dwhite45
Valued Contributor

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.