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Mikayla M.

Moving an open invoice from one customer to another in A/R

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An order was invoiced under the wrong account number. 

Is there a way to transfer the open invoice and balance from one customer account to another? 

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    SUGGESTED

    Hi  Mikayla M. 

    It looks like this may be a question regarding Sage 100 ERP software? If so, then please post your question in the Sage 100 General Discussion forum so that other users of this software will see it and can offer you their thoughts and insight.

    Using Sage Accounting US edition you can adjust an invoice with the below process from this article:

    Resolution

    1. Open the general journal.
    2. Click on the Adjust a previously processed entry icon in the toolbar.
      • Or click the menu Entry, then Adjust Transaction
    3. Enter any search criteria needed and click Browse.
    4. Select the item you want to adjust and click Select.
    5. Click on the Adjust a previously processed entry icon in the toolbar.
      • Or click the menu Invoice, then Adjust Transaction
    6. You should receive a warning: "Are you sure you want to void this transaction? Yes/No".
    7. Click Yes.

    Thanks,

    Erzsi

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