cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Posted receipt to wrong customer-not an invoice-a receipt. Then did a JE that I thought would move it. It did not. Without deleting deposit, can I move to correct cust?

 
Solved
Best answer March 09, 2020

Best Answers
Highlighted
Moderator

Posted receipt to wrong customer-not an invoice-a receipt. Then did a JE that I thought would move it. It did not. Without deleting deposit, can I move to correct cust?

Hey there, @toni.vogt.

 

Glad to have you here in the Community. Changing the customer associated with a Sales Receipt is super easy and only takes a couple clicks. Check it out:

 

  1. Go to Sales on the left menu.
  2. Look for the Sales Receipt and click to open.
  3. In the Customer drop-down, select the correct customer.
  4. Click Save.

 



That's it! For more information on modifying existing transactions, I recommend: How to edit a payment or sales receipt that has been deposited

 

Shoot me a reply if you have any other questions. I'm here to ensure your continued success.

View solution in original post

2 Comments
Highlighted
Moderator

Posted receipt to wrong customer-not an invoice-a receipt. Then did a JE that I thought would move it. It did not. Without deleting deposit, can I move to correct cust?

Hey there, @toni.vogt.

 

Glad to have you here in the Community. Changing the customer associated with a Sales Receipt is super easy and only takes a couple clicks. Check it out:

 

  1. Go to Sales on the left menu.
  2. Look for the Sales Receipt and click to open.
  3. In the Customer drop-down, select the correct customer.
  4. Click Save.

 



That's it! For more information on modifying existing transactions, I recommend: How to edit a payment or sales receipt that has been deposited

 

Shoot me a reply if you have any other questions. I'm here to ensure your continued success.

View solution in original post

Highlighted
Level 1

Posted receipt to wrong customer-not an invoice-a receipt. Then did a JE that I thought would move it. It did not. Without deleting deposit, can I move to correct cust?

Michael K

 

Thank you so much!   It worked perfectly!  So much easier than I was expecting.   Thanks again!

 

Need to get in touch?

Contact us