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Changing Customer’s Name on Contract
Overview
This article explains how to change a customer’s name on a contract, without having to void or rewrite the entire contract. This is helpful if you assign the wrong customer to a contract, or if you need to change the customer’s name once the contract has been created.
Here's how to get there
Expert: Program Menu > Counter System > Modify Contract
Elite: Left Menu > Transactions > Modify Contract
1. Search for the contract that you would like to change.
2. Right-clicking on the customer’s name will open a dialog box. Select Change Customer.
3. If a payment has not been made on the contract, a message will be displayed asking “Do you want to change the customer on this contract?” Select Yes.
If a payment has been made on the contract, you will be asked to confirm that you still want to change the customer on the contract.
4. Next, the Customer Selection screen will be displayed. Choose the customer you would like to be on the contract.
5. If this is the correct customer, select Yes when prompted. The new customer will be added to the contract.
Note: If the old customer was nontaxable and the new customer is taxable, a message will display indicating that the contract has been changed to taxable.
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