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cwtgympie's avatar
cwtgympie
User
4 years ago
Solved

Missing Card File

Hello,

 

Today I went in to create an invoice for an existing client. The client and their previous invoices and details are not in our system anymore. 

Is there a way to only restore a single card file with out losing all invoices and payments etc. on other accounts through a backup? Or is there another way?

thanks 

 

  • Mike_James's avatar
    Mike_James
    4 years ago

    Hi cwtgympie , welcome to the forum. You should check first of all that the card has not been renamed. If you know an invoice (by number) sent to that customer, search for the invoice number via Find Transactions, and see what the card name is.

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  • Mike_James's avatar
    Mike_James
    Ultimate Partner
    4 years ago

    Hi cwtgympie , welcome to the forum. You should check first of all that the card has not been renamed. If you know an invoice (by number) sent to that customer, search for the invoice number via Find Transactions, and see what the card name is.