Change Customer on Posted Invoice

This utility can be used to correct the customer number on a posted invoice that has not yet been paid or partially paid.
The invoice is updated in the AR sub-ledger, invoice history, monthly history, and sales history.

The prompts are:

FROM CUSTOMER #

Enter the customer number that was originally assigned to the invoice, or select it from the Accounting Customer Search window.

Note: Invoices cannot be moved from or to a "Child" type customer account.

TO CUSTOMER #

Enter the new customer number that should be assigned to the invoice, or select it from the window.

INVOICE #

Enter the unpaid posted invoice number to be changed or select it from the Posted Invoice Search window.

Note: The customer cannot be changed on paid or partially paid invoices.

UPDATE CUSTOMER INFORMATION

Check this box to change the customer number, name and address on the posted invoice, so that in inquiries and document re-prints of this invoice will reflect the new customer information.

Uncheck this box to only change the customer number and name on the posted invoice, so that the billing customer name and address still reflect the original customer information.

Note: The customer on any source document such as Contract, Reservation, Work Order, etc. is not updated.