Transfer an invoice
This topic is under construction. It may be incomplete and is subject to change.
When to use this procedure
Follow the steps below transfer an invoice from one account to another.
Example of use
Yesterday you sold 3 items to customer Calvin Gregory. However, you mistakenly selected Carin Gregory. Today you realized the mistake and need to move the invoice from Carin Gregory's account to Calvin Gregory's account. To do that, you would follow the procedure below.
Steps to complete
- On the Modules menu, point to Customer and select Transfer Invoice. The Transfer Invoice window displays.
- Click From Account. The Pick Customer window displays.
- Search for and select a customer. The Transfer Invoice window redisplays and the customer account name is added.
- Click Invoice. The Select an Invoice window displays.
- Search for and select the invoice you want to transfer. The Transfer Invoice window redisplays and the invoice number is added.
- Click To Account. The Pick Customer window displays.
- Search for and select a customer. The Transfer Invoice window redisplays and the customer account name is added.
- Click Save.
