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KTS
Established Member

Changing the invoiced customer after payment has been received

I have a customer account that was set up with a business owner's personal contact information.  After invoicing this customer and receiving automated CC payment from him (and also automatically closing the invoice and creating associated payment receipt), they now want to change the invoice to their business name.  Changing the invoiced customer information at this point prompts the message "Linked transactions will be lost".

I am unsure of how to properly account for this scenerio.  Any help would be appreciated.

Solved
Best answer 10-02-2017

Accepted Solutions
ProAdvisor

Re: Changing the invoiced customer after payment has been received

You will have to delete the deposit first. Then delete the customer payment. Change the invoice, reenter the customer payment & finally reenter the deposit.

 

if the deposit is already reconciled, it is going to affect your bank rec., also.

3 Comments
ProAdvisor

Re: Changing the invoiced customer after payment has been received

Instead of creating a new customer, you can change the customers name & information to their business name. 

 

The message you getting can be just a warning message. However, if you are creating a brand new customer & wanting to change the name on just the invoice, the payment will not be attached to that invoice any more.

KTS
Established Member

Re: Changing the invoiced customer after payment has been received

Unfortunately I cannot do this.  I need the original customer information to exists as is, since work was done previously for them at their personal residence.

ProAdvisor

Re: Changing the invoiced customer after payment has been received

You will have to delete the deposit first. Then delete the customer payment. Change the invoice, reenter the customer payment & finally reenter the deposit.

 

if the deposit is already reconciled, it is going to affect your bank rec., also.