dhamelin,

Review the knowledgebase article ID 32673 "Can I change the AR customer on a progress, lump sum or unit price contract
after it has already been billed?" You will need to login or register to view the content.

Basically, if there is no retainage held, you can change the customer on each contract item and bill as usual. If there is retainage held, to avoid overbilled retainage, you will also need to credit the held retainage on the first customer and rebill it to the new customer.

You could also void the previous invoices and rebill them after changing the customer on each contract item, then move the deposits from one customer to another (ID 23747) but this is likely more time consuming.

Casey Knapp

Customer Support Analyst, Principal
Sage North America

dhamelin,

Review the knowledgebase article ID 32673 "Can I change the AR customer on a progress, lump sum or unit price contract
after it has already been billed?" You will need to login or register to view the content.

Basically, if there is no retainage held, you can change the customer on each contract item and bill as usual. If there is retainage held, to avoid overbilled retainage, you will also need to credit the held retainage on the first customer and rebill it to the new customer.

You could also void the previous invoices and rebill them after changing the customer on each contract item, then move the deposits from one customer to another (ID 23747) but this is likely more time consuming.

Casey Knapp

Customer Support Analyst, Principal
Sage North America