Change the item in a sales receipt after recorded.

FairviewED · ‎February 23, 2022

I have 1 issued sales receipt that was recorded with the wrong service. The Product/Service field is not showing up when I try to edit and reassign to the correct service. Other sales receipts show the product/service field and I'm able to change with the drop down. Menu. I just want to change this one sales receipt. Thanks

GebelAlainaM · ‎February 23, 2022

Nice to see you, @FairviewED. I'm here to help you resolve your concern.

Non-inventory or service items can only be used to update the income account. If you've used non-inventory or service items on your sales receipts, all you have to do is to toggle the income account again.

In the history transactions section, there will be a box labeled Also update this account. You'll want to double-check it to make sure your sales receipts are categorized correctly.

Here's how to toggle income account:

Go to the Products and services page again.
Locate the products and services item, then click Edit.
Change the income account to a different one.
Select Save and close.
Open the item again.
Change the income account to the correct one.
Put a check mark on the Also update this account in historical transactions box.
Then select Save and close.

If your sales receipts contain inventory items, the best course of action is to delete and recreate them.

You can visit this article if you need help managing other transactions or running reports.

I'm just a post away if you need anything else or if you have clarification on changing the item on a sales receipt after being recorded. Enjoy the rest of the day!

View solution in original post

GebelAlainaM · ‎February 23, 2022

Nice to see you, @FairviewED. I'm here to help you resolve your concern.

Non-inventory or service items can only be used to update the income account. If you've used non-inventory or service items on your sales receipts, all you have to do is to toggle the income account again.

In the history transactions section, there will be a box labeled Also update this account. You'll want to double-check it to make sure your sales receipts are categorized correctly.

Here's how to toggle income account:

Go to the Products and services page again.
Locate the products and services item, then click Edit.
Change the income account to a different one.
Select Save and close.
Open the item again.
Change the income account to the correct one.
Put a check mark on the Also update this account in historical transactions box.
Then select Save and close.

If your sales receipts contain inventory items, the best course of action is to delete and recreate them.

You can visit this article if you need help managing other transactions or running reports.

I'm just a post away if you need anything else or if you have clarification on changing the item on a sales receipt after being recorded. Enjoy the rest of the day!