Change Client on Invoice

Learn how to change the client on an AroFlo invoice

Updated on March 6th, 2024

You can easily change the client on an invoice if needed.

Why would you want to change the client?

This can be useful in scenarios where you want to record the work under a particular client, but you want to invoice the work to someone else, e.g. city council.


1. Click the Client…

Open the invoice and click Client in the invoice header.



2. Search for a New Client…

Start typing the required client name into the field and click to select from the results that appear, or click the magnifying glass icon to search and double-click to select.

The search tool requires a minimum of 3 characters.


3. Choose Where to Change the Client…

Choose from one of the following options:


  • Change Client for Invoice Only to change the client on this invoice only.
  • Change Client for Invoice and related Task, Timesheet and Quote to change the client on the invoice, task, quote and timesheets.

4. Save…

Save the invoice.