Can you move old invoices from an old customer to a new customer in Reckon Hosted

Comments
-
I would probably do a credit to the old customer and a new invoice to new customer, just so there’s a record. If it’s just a name change you can do that to the old customer and just change name1
-
Hi Roslyn
It depends – If you have payments allocated under the old customer then probably not.
However you can merge Customers if for example a 2nd one has been setup as a duplicated variation or for simply a change of business contact details. For changes to contact details - if you really want to retain the info - you can always enter the old details in the Supplier’s Notes.
To merge a Name, simply edit the one you want to change so that its name is an exact match to the other name (that you want to keep)
This will generate a message that the names are the same & will prompt you with the option to merge them
NOTE: If you do not get this message, you’ve not edited it to be exactly the same so will need to check.
Shaz Hughes Dip(Fin) ACQ NSW, MICB
Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)
Accounted 4 Bookkeeping Services
Ballajura, WA
0422 886 003
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
0422 886 003
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
1 -
Thank you for your help. All sorted0
-
Thank you for your help. All sorted
2
Categories
- 18.3K All Categories
- 6.3K Accounts Hosted
- 5.7K Reckon Accounts (Desktop)
- 10 PaySauce for Reckon Accounts NZ
- 977 Reckon Payroll App
- 12 Payroll App - Help Videos
- 13 Reckon Mate App
- 2.9K Reckon One
- 8 Reckon Invoices App
- 12 Reckon Insights
- 105 Reckon API
- 773 Payroll Premier
- 290 Point of Sale (Desktop)
- 1.8K Personal Plus and Home & Business
- 57 About Reckon Community