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gabriel-k
Niveau 1

How to change the Client associated with an Invoice during creation of said Invoice (When the Invoice is created from an Estimate)

 
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tanuki
Modérateur

How to change the Client associated with an Invoice during creation of said Invoice (When the Invoice is created from an Estimate)

Hello @gabriel-k,

 

Thank you for contacting the Community QuickBooks.

 

You can modify the field Client, whenever the invoice is in draft. 

 

If the invoice is already created, you can also change it, however, QuickBooks will create a credit note and a new invoice, due to the law, that doesn't allow canceling or modify the main fields of the invoices. 

 

I hope to have answered to your question. 

 

Do not hesitate to return to the community if you have other questions about QuickBooks.

 

Thank you. I wish you a great day !

 

Best regards,

 

Tânia

Moderator of the Community QuickBooks France