Changing customer name on paid invoice in reckon desktop

  • 1
  • Problem
  • Updated 5 days ago
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??
Photo of emma

emma

  • 252 Points 250 badge 2x thumb

Posted 1 week ago

  • 1
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
Photo of emma

emma

  • 252 Points 250 badge 2x thumb
Thanks Phuong, all fixed. I had to tick it off again in this months reconciliation too.