Citrus-Lime Knowledge Base

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    How do I clear the customer from a transaction?

    To clear the set customer on a transaction, you can either

    a) Click the Clear customer icon beside the customer name:

     

    or

    b) Open the Customers menu and click Clear Customer from Current Transaction:

     

    Customer orders and quotes

    You cannot clear the customer from a saved Special Order, Layaway, Workshop Job or Quote. If you need to assign the order to a different customer, you will need to cancel the current order and create a new version. 

     

     

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