Child pages
  • Changing the customer on a recorded invoice

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

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