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Changing Customer

DC69

Hi Just used the wrong customer while Invoicing is there a way to change the customer without redoin all the invoice particulars?

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Accepted answers

Liz_A

Hi @DC69

You don't say which version you are using but for some versions, I find creating a Recurring Entry and then using the Recurring Entry and changing the Customer in this entry is the easiest way. You can then delete the original entry.

Cheers

Liz

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Zappy

@Liz_A

Now that is longitudinal thinking.

Good job.

Genreve_S

Hi @DC69 ,

I understand having an option to do this can save you time in data entry. Generally speaking, most MYOB products do not have an option to do this, you will need to recreate the entry if you need to change the customer. Doing what @Liz_A is the best way to make the data entry task faster.

If you need any other help, feel free to create a new thread.

Thanks,
Genreve

Liz_A

Hi @DC69

Cheers

Liz