Changing a category for a transaction
Hi How can I go back and change a transaction's category? Once I have allocated a payment to an invoice the category is being greyed out and I can't go back and change the category. It is so fr...
Forum Discussion
Hi Catherin
Thanks for your question. You are correct that the reason you can't change the category is because it has a payment allocated against it. To change the category, you would need to delete the payment before editing the category.
The only other alternative would be to reverse the sale, then re-enter it with the new category, but that might take longer than deleting and re-entering the payment associated.
Please let me know if you have any further questions.
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