Changing customer name on paid invoice in reckon desktop

emma_9709845

Using reckon desktop. Checked last months income and expenses report and noticed an invoice had been allocated to a wrong client. Payment has been deposited and reconciled in the correct bank account. I changed the customer name on a paid invoice now the paid stamp has come off the invoice! Can I fix this somehow??

PhuongDo

Emma,

You will need to update the name of the customer on the payment as well as the deposit in following order:

1. Open deposit that has the payment from the original customer. Remove the payment from the deposit list.
2. Update the payment to use the new customer name, and make sure it applies to the invoices that you updated earlier.
3. Update the deposit or add a new one that applies for the updated payment.

Thanks,

Phuong