Changing the customer name on a sales invoice:
A complication is the implication for GST reporting.
Current Australian GST law requires sales invoices over $999 to show the customer's name or their ABN number.
So if you have changed the customer name or their ABN on an unpaid invoice over $999, even if only to correct an error, there could be trouble if the tax office calls in for an audit - particularly if the change is made in a later quarter,
As things stand now, to change the customer name, you have to:
(1) Save the invoice as a recurrent transaction (with the Frequency set to Never and Transaction Save Changes un-ticked)
(2) Create a credit for the invoice, using the recurrent transaction
(3) Then do an Apply To Sales entry in Returns and Credits in the Sales Register,
to offset the credit against the original invoice
(4) Then create a new invoice, using the recurrent invoice, but changing the customer name to the correct customer
(5) Once all the above has been done, you can delete the recurrent invoice (in Lists / Recurring Transactions List)
Note that for cash sales over $999, there's a way to include the customer's name on the invoice, using the Comments box on the invoice. See my previous comment under the topic "Invoicing an AccountRight sale over $999 when no customer ABN available".
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