---
key: move-a-quote-or-invoice-to-another-customer
title: Move a quote or invoice to another customer
audience: staff
section: sales-billing
routes: ["/quotes/:uid", "/invoices/:uid"]
permissions: ["billing.invoices.reassign_account", "billing.quotes.reassign_account"]
features: ["billing.invoices", "billing.quotes"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Put a quote or invoice made on the wrong customer onto the right one, after Nova checks what else would move with it and whether anything stops the move.
keywords: [wrong customer, change customer on invoice, billed the wrong account, reassign invoice, move quote, transfer invoice, wrong account]
related: [create-an-invoice, create-a-quote, merge-two-accounts, see-the-history-of-a-quote-or-invoice]
---

In the sidebar, open **Sales & Billing**, then **Quotes** or **Invoices**, and open the one on the wrong customer from the list.

## Before you start

- Your role needs permission to move quotes or invoices between customers. Without it, **Move to another customer** is not in the menu.
- The quote or invoice has to be saved. The move is not offered while you are creating it.
- If the two customers are really the same person entered twice, merge the accounts instead. See [[merge-two-accounts]].

## Steps

1. Open the actions menu (the three dots at the top), press **See more**, and choose **Move to another customer**.
2. The window names the customer the document is on now. Under **Move it to**, search for the right customer and pick them.
3. Wait while Nova shows **Checking what this would change…**. It then lists anything that stops the move, any warnings, and any linked records that would move along with the document.
4. When the move is allowed, add a note under **Why are you moving it?** if it helps, such as paid cash or billing the other account. It is saved with the record of who moved it.
5. Press the move button, which names the customer you picked. **Keep it where it is** closes the window and changes nothing.

## What you see

- The document now sits on the new customer's account and in their billing, and both customers' balances update.
- Records Nova listed as moving along with it move too.
- Nova keeps a record of who moved it and when, with your note.

## If something looks different

- The move button stays greyed out: Nova found something that stops the move. The list in the window names it. Fix that first, or leave the document where it is.
- Nova says it couldn't move the document: nothing was changed. Read the message in the window, then try again.
- The customer you want is not in the search: check the spelling, or look them up under **Accounts** to make sure they exist.

[[route:/invoices|Open Invoices]]