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It sometimes happens that a customer will have more than one account in PFW, perhaps a personal account and a business account. Sales Clerks may choose the wrong account for an invoice on AR and the mistake is not discovered until much later, perhaps at the time of printing AR Statements.
QUESTION: How can an invoice billed to the wrong account now be set to bill to the correct account?
RECOMMENDED PROCEDURE
1) Clone the original invoice from Invoice History and assign it to the correct account. Consider adding a line note (CTRL-N) to the invoice to explain why this invoice is being created and what the original invoice number was. Process the invoice and put it on Store Account.
2) Do a return of the original invoice to the original customer account. Consider adding a line note (CTRL-N) to the invoice to explain why this invoice is being created and what the new invoice number is for the new customer account. Process the invoice and put the store credit on Accounts Receivable and apply to the original charges.
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