Sales/Purchases: Changing the card listed on a recorded sale/purchase

Hi AdelKerb1

Thank you for your idea in regards to AccountRight.

I've  merged your idea with this similar one already included on the AccountRight Idea Exchange.

Also I would recommend taking a look at Help Article: Changing a transaction in particular the FAQ "How do I change the card on a recorded sale or purchase?" which describes the process involved in the current version of the software.

It would be great if you could change creditors in the "Enter Purchases" screen...As we have a few creditors that start with the same name - sometimes they are entered under the incorrect name...It would be great if you could open up that purchase and just change the supplier in this screen rather that having to delete and re-enter the purchase.

Hi we deal with insurance companies & brokers a lot. First we get an email from the Broker to go do a quote and so we make up a quote for them in the system and then if the quote is accepted they want the invoice changed to show the Insurance company's details and you can not make changes to the invoice with the names I have to redo the whole thing with another card, it would be great if we could make these change on the same invoice.

Cheers

Jacqui

Changing the customer name on a sales invoice:

A complication is the implication for GST reporting.

Current Australian GST law requires sales invoices over $999 to show the customer's name or their ABN number.

So if you have changed the customer name or their ABN on an unpaid invoice over $999, even if only to correct an error, there could be trouble if the tax office calls in for an audit  - particularly if the change is made in a later quarter,

As things stand now, to change the customer name, you have to:

(1) Save the invoice as a recurrent transaction (with the Frequency set to Never and Transaction Save Changes un-ticked)

(2) Create a credit for the invoice, using the recurrent transaction

(3) Then do an Apply To Sales entry in Returns and Credits in the Sales Register,

to offset the credit against the original invoice

(4) Then create a new invoice, using the recurrent invoice, but changing the customer name to the correct customer

(5) Once all the above has been done, you can delete the recurrent invoice (in Lists / Recurring Transactions List)

Note that for cash sales over $999, there's a way to include the customer's name on the invoice, using the Comments box on the invoice. See my previous comment under the topic "Invoicing an AccountRight sale over $999 when no customer ABN available".

Hi Rebecca12345 

Thanks for your feedback in regards to changing the card on a transaction.

As mentioned above Support Note: Changing the card of a sale or purchase is the current workaround which I think is what you are describing or very similar to that.

Hi AshL 

Thanks for your feedback in regards to the AccountRight program and changing the customer's card on a record sales or purchase. 

Currently the workaround would be to base a recurring transaction off that transaction and then change the name on that recurring transaction. Support Note: Changing the card on a sale or purchase will be able to assist that.

I would encourage other users that would like to see the ability to change the card on a transaction without the creating a recurring transaction to vote and comment if required.

yes i agree with this too!  i have recurring templates for invoices for each type of service we provide and which are not specific to one customer.  However in the recurring tempate we need to select a customer, so i've used our own business as the customer so i don't accidentally send an invocie to the wrong organisation.  However there's been so many times that i forget to change the customer and only realise after recording the invoice - it's such a pain to have to then delete the invoice and re-enter it, instead of just changing the customer.

I would think that most businesses use recurring templates specific to a certain service as opposed to specific customers so the other thing that would be useful is not having to select a customer when creating a recurring tempate for an invoice.

I tend to do a lot of work that requires a quote to be sent to a third party. It is only at invoice time that I get the details of the person paying the bill. The solution provided via the community soultions was a bit long winded and open to a mistake being made. An option in the edit menu would be really useful

It would be very handy if you could transfer a purchase to another supplier.

We have had a few occurrences when a supplier has changed owners etc so we needed a new card for the supplier but we had to re-enter invoices, that had already been entered under the old suppliers card.

You can do it in spend money but not in purchases

Cheers

Olivia