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.

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.

is there a work-around, if another user already changed the customer name and now the invoices are appearing as unpaid?

thanks

Hi @PresElec,

I'd be happy to help with this.  Just to clarify, these invoices have already been paid, payment has been received, but someone came along and changed the name on the invoice?  Also, are you using Desktop or QuickBooks Online?

QBO

Ok, so I'm assuming then that Customer A was the customer the invoice was originally paid through and Customer B is who the invoice was changed to.

If you go back to Customer A, the payment for that invoice should be sitting there.  You can open the payment and see if it will allow you to apply it to Customer B.

If it doesn't allow you to do that, the only other option would be to delete the payment from Customer A and then manually record the payment for customer B.

I hope that helps!