Is there a way to change a payment on account to a different customer account, without reconciling?

3 replies
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Ashleigh1Answer

Level 14

Hello Lisa-Mayes,

If you go to into the payment> payee drop down arrow> select the customer it should have been> save and close bottom right hand corner. This will not effect your reconcile.

GeorgiaC

Level 13

Hello lisa-mayes,

You can open the transaction and change the customer on the payee field in the transaction, this will not unreconcile the transaction. .

Thanks

lisa-mayesAuthor

Thank you, sorry but can you give step by step as i think we have tried changing this and it wont let me.

Ashleigh1Answer

Level 14

Hello Lisa-Mayes,

If you go to into the payment> payee drop down arrow> select the customer it should have been> save and close bottom right hand corner. This will not effect your reconcile.

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