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DC69's avatar
DC69
Member
1 year ago
Solved

Changing Customer

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

  • Liz_A's avatar
    Liz_A
    1 year ago

    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

3 Replies

  • Liz_A's avatar
    Liz_A
    Super User
    1 year ago

    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

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    1 year ago

    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

  • Zappy's avatar
    Zappy
    Valued Cover User
    1 year ago

    Liz_A 

    Now that is longitudinal thinking. 

    Good job.

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