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KTS
Level 1

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 October 02, 2017

Best Answers
Raywhite28
Level 7

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.

View solution in original post

7 Comments
Raywhite28
Level 7

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
Level 1

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.

Raywhite28
Level 7

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.

View solution in original post

PresElec
Level 2

Changing the invoiced customer after payment has been received

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

thanks

 

LucasMicromatis
Moderator

Changing the invoiced customer after payment has been received

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?

PresElec
Level 2

Changing the invoiced customer after payment has been received

QBO

LucasMicromatis
Moderator

Changing the invoiced customer after payment has been received

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!

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