changing a customer on a saved invoice

Hi WGR,

Thank you so much for your post and welcome to the Community Forum! I regret to hear about the issue you've encountered in sending an invoice and my apologies for the delayed response. Changing the customer on an invoice after it has been emailed without altering the invoice number can be a bit tricky due to the way invoices are tracked and recorded. However, here is a possible workaround you can try: 

• In AccountRight, you can create a credit note or adjustment note for the original invoice. This effectively reverses the original invoice.
• Apply the credit note you created in step 1 to the original invoice. This offsets the original invoice's amount, effectively canceling it out.
• Now, create a new invoice with the same invoice number as the original, but this time for the correct customer. AccountRight may allow you to manually enter the same invoice number.
• Adjust the customer details on the new invoice to match the correct customer, including their name, address, and other relevant information.
• Once you've created the corrected invoice, you can email it to the correct customer.

By following these steps, you maintain the same invoice number while changing the customer information.

Feel free to post again, we're happy to help!
Regards,
Earl