Sometimes we discover that sales or even purchases have incorrectly been put to the wrong customer card (or supplier card) Currently we cannot go in and just change the card being used (even as administrator). Instead it requires deleting the invoice and re-entering which is simply annoying when it would seem a quick fix could be applied.
Super keen to see this happen
Is this likely?
Quicker way of dealing with this without loosing detailed information or re-entering data is:
Save incorrectly allocated invoice as a recurring - start a new invoice and use the recurring, allocate to correct customer change invoice number to match and save. Then go to the incorrectly allocated invoice and delete it. This way there is very little data entry! Will only work if no payments have been applied.
Cheers Cherie
Eclipse1 wrote:Sometimes we discover that sales or even purchases have incorrectly been put to the wrong customer card (or supplier card) Currently we cannot go in and just change the card being used (even as administrator). Instead it requires deleting the invoice and re-entering which is simply annoying when it would seem a quick fix could be applied.
Super keen to see this happen
Is this likely?
Related Content
- 11 months ago