Change Customer (aka Transfer) on Payments, Estimates and Invoices
Today I rang up a customer for a sale and after the invoice was paid found out that he was an existing customer. I was hoping for a method of transferring the invoice for the WALKIN customer to the actual customer profile.
1
vote
PC Mike
shared this idea
-
erin commented
This happened to me as well. would like to move the payment over to the correct customer.