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July 4, 2019
Solved

Can I move an existing sales invoice to a customer and move it into new project

  • July 4, 2019
  • 1 reply
  • 7 views
I see you can but it looses any of the Sales Items
Best answer by GeorgiaC

Hi john.clissett,

 

 

If you edit the invoice to change the customer to the project on the 'Customer' drop-down this should not change or remove any other details on the invoice.

 

If this is causing details to change please try clearing the cache on your device following our guide -  let us know if this does not resolve :) 

 

 

1 reply

GeorgiaCAnswer
Level 13
July 4, 2019

Hi john.clissett,

 

 

If you edit the invoice to change the customer to the project on the 'Customer' drop-down this should not change or remove any other details on the invoice.

 

If this is causing details to change please try clearing the cache on your device following our guide -  let us know if this does not resolve :)