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  • Changing the customer on a recorded invoice

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If you need to change the customer on a recorded invoice, here's the fastest way to do it:

  1. Find and open the transaction to be modified and save it as a recurring transaction.
  2. Delete the original transaction.
  3. Go to Lists > Recurring Transactions, select the recurring transaction you just created and click Use Recurring. A new sale or purchase transaction is displayed.
  4. Select the correct card for the transaction and ensure all other details are correct.
  5. Click Record.
  6. Go to Lists > Recurring Transactions, select the recurring transaction then click Delete.
undo edit sale purchase