> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/refunds-adjustments-overview/change-customer-on-order.md).

# How to Change the Customer on an Order

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, **Waitstaff**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Order exists**: The order must already be processed. You can find it under [**SELL > View Orders**](https://control.peoplevine.com/orders).

### Instructions

1. Navigate to [**SELL > View Orders**](https://control.peoplevine.com/orders).

> **Note (Pro Dash):** Navigate to **SELL > Ecommerce > Order History**.

2. Find the order that was charged to the wrong customer. Use the **Search Customer** field or browse the order list.
3. Click **VIEW** on the order to open the order receipt.
4. Click **CHANGE CUSTOMER** (green outlined button, top row).
5. Search for the correct customer by name or email.
6. Select the customer to reassign the order.

> **Note**: Changing the customer on the order does not automatically move associated payments. You may need to process a refund or transfer the invoice to the correct customer as well.

### What Happens Next

* **On the system side**: The order is now linked to the new customer's CRM profile and appears in their order history.
* **Next step**: If the payment also needs to be reassigned, see: [How to Change the Customer on an Invoice](/products/control-panel-overview/invoices-house-account-overview/change-customer-on-invoice.md).

*Last updated: 2026-05-24*


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.peoplevine.com/products/control-panel-overview/refunds-adjustments-overview/change-customer-on-order.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.