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.
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.