Hello!
So I am running into an issue where we are trying to be more organized with a specific customer. When we started work with this customer a few years ago, they only had a few sites, so we created invoices just under one broad customer profile.
Now that time has past, our customer has grown, and the number of sites they have is much larger than it was previously. We are trying to breakdown the customer into sub-customers, and use each individual site as a sub-customer to help keep invoicing and payments more organized by each individual site.
When creating a new sub-customer (the specific site, in whichever state), and then attempting to reorganize previous invoices by changing the broad customer profile to the sub-customer specific site, I am losing all payment information that was made on the previous invoice.
My question is: Will this retroactively affect my reconciliations? And is there a way to do this so it just changes the customer's name, and doesnt change payment/estimate/etc? When I change the customer, it de-links the payment, so I've just been going in and re-linking the original payment to the original invoice, just with the sub-customer rather than the parent company as the customer.
Thank you!
