{"id":31638,"date":"2020-11-18T14:00:24","date_gmt":"2020-11-18T14:00:24","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=31638"},"modified":"2020-11-18T14:00:24","modified_gmt":"2020-11-18T14:00:24","slug":"changing-the-customer-on-an-invoice-legacy-invoicing","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/changing-the-customer-on-an-invoice-legacy-invoicing\/","title":{"rendered":"Changing the customer on an invoice (legacy invoicing)"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Changing the customer on an invoice (legacy invoicing functionality)<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\"><p>With Okappy, you can easily raise invoices from your jobs or create a miscellaneous invoice. But what if you&#8217;ve raised the invoice for the wrong customer and you need to change it.<\/p>\n<p>To change the customer, you have a couple of different options depending on whether the invoice was originally created from a job and whether you want to keep that link.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Changing an invoice which does not need to be linked to a job<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>If the invoice was not created from a job, or it doesn&#8217;t matter whether the link is maintained. \u00a0Then you can change the customer on an invoice by simply creating a credit note to cancel the existing invoice and then raising a new miscellaneous invoice to the correct customer.<\/p>\n<p>You can create the credit note and new invoice easily by copying the existing invoice.<\/p>\n<p>See this post for <a href=\"https:\/\/www.okappy.com\/support-article\/raise-a-credit-note-through-okappy\/\" target=\"_blank\" rel=\"noopener noreferrer\">step by step instructions on creating a credit note<\/a>.<\/p>\n<p><img class=\"lazyload size-full wp-image-26236\" title=\"CopyInvoiceScreenshot\" src=\"https:\/\/okappyimages.okappy.com\/CopyInvoiceScreenshot.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/CopyInvoiceScreenshot.png\" alt=\"CopyInvoiceScreenshot\" width=\"900\" height=\"602\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27900%27%20height%3D%27602%27%20viewBox%3D%270%200%20900%20602%27%3E%3Crect%20width%3D%27900%27%20height%3D%27602%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/CopyInvoiceScreenshot-200x134.png 200w, https:\/\/okappyimages.okappy.com\/CopyInvoiceScreenshot-300x201.png 300w, https:\/\/okappyimages.okappy.com\/CopyInvoiceScreenshot-400x268.png 400w, https:\/\/okappyimages.okappy.com\/CopyInvoiceScreenshot-600x401.png 600w, https:\/\/okappyimages.okappy.com\/CopyInvoiceScreenshot-768x514.png 768w, https:\/\/okappyimages.okappy.com\/CopyInvoiceScreenshot-800x535.png 800w, https:\/\/okappyimages.okappy.com\/CopyInvoiceScreenshot.png 900w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Changing the customer on an invoice which is linked to a job<\/h3><\/div><div class=\"fusion-text fusion-text-3\"><p>If the invoice was created from a job with the wrong customer, and you want to maintain the link to the job. Then you also need to change the customer on the job. \u00a0To do this<\/p>\n<ul>\n<li>First <a href=\"https:\/\/www.okappy.com\/support-article\/raise-a-credit-note-through-okappy\/\" target=\"_blank\" rel=\"noopener noreferrer\">create\u00a0a credit note<\/a> to cancel the existing invoice, then<\/li>\n<li>Go to the <strong>Jobs<\/strong> screen<\/li>\n<li>Find your job.<\/li>\n<li>If the job has not been archived, you can change the customer by clicking the three dots next to the job id and then selecting change customer (provided the job was not added by a connection)<img class=\"lazyload size-full wp-image-26237\" title=\"ChangeCustomerOnJob\" src=\"https:\/\/okappyimages.okappy.com\/ChangeCustomerOnJob.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/ChangeCustomerOnJob.png\" alt=\"ChangeCustomerOnJob\" width=\"900\" height=\"602\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27900%27%20height%3D%27602%27%20viewBox%3D%270%200%20900%20602%27%3E%3Crect%20width%3D%27900%27%20height%3D%27602%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/ChangeCustomerOnJob-200x134.png 200w, https:\/\/okappyimages.okappy.com\/ChangeCustomerOnJob-300x201.png 300w, https:\/\/okappyimages.okappy.com\/ChangeCustomerOnJob-400x268.png 400w, https:\/\/okappyimages.okappy.com\/ChangeCustomerOnJob-600x401.png 600w, https:\/\/okappyimages.okappy.com\/ChangeCustomerOnJob-768x514.png 768w, https:\/\/okappyimages.okappy.com\/ChangeCustomerOnJob-800x535.png 800w, https:\/\/okappyimages.okappy.com\/ChangeCustomerOnJob.png 900w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/li>\n<li>If the job has been archived, first unarchive the job by\n<ul>\n<li>Clicking into the job details<\/li>\n<li>Clicking the status dropdown and selecting unarchive<\/li>\n<li>Clicking the <strong>Update job<\/strong> button<\/li>\n<\/ul>\n<\/li>\n<li>You can then change the customer by clicking on the customer name<\/li>\n<li>Select the new customer from the pop up box, and<\/li>\n<li>Click <strong>Update job<\/strong><\/li>\n<li>Click the back button to go back to your jobs list.<\/li>\n<li>You can then raise another invoice from the job with the correct customer by clicking on the three dots next to the job and clicking <strong>Raise invoice<\/strong><\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><strong>Note<\/strong>: You will get an alert saying an invoice has already been raised. This is fine, simply click create to raise a new invoice.<img class=\"lazyload size-full wp-image-26238\" title=\"Re-raise invoice to correct customer\" src=\"https:\/\/okappyimages.okappy.com\/Re-raiseInvoiceCorrectCustomer.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Re-raiseInvoiceCorrectCustomer.png\" alt=\"Re-raise invoice to correct customer\" width=\"900\" height=\"602\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27900%27%20height%3D%27602%27%20viewBox%3D%270%200%20900%20602%27%3E%3Crect%20width%3D%27900%27%20height%3D%27602%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Re-raiseInvoiceCorrectCustomer-200x134.png 200w, https:\/\/okappyimages.okappy.com\/Re-raiseInvoiceCorrectCustomer-300x201.png 300w, https:\/\/okappyimages.okappy.com\/Re-raiseInvoiceCorrectCustomer-400x268.png 400w, https:\/\/okappyimages.okappy.com\/Re-raiseInvoiceCorrectCustomer-600x401.png 600w, https:\/\/okappyimages.okappy.com\/Re-raiseInvoiceCorrectCustomer-768x514.png 768w, https:\/\/okappyimages.okappy.com\/Re-raiseInvoiceCorrectCustomer-800x535.png 800w, https:\/\/okappyimages.okappy.com\/Re-raiseInvoiceCorrectCustomer.png 900w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<p>You will now have three invoices. The original invoice with the incorrect customer, a credit note to cancel it and the new invoice to the correct customer.<\/p>\n<p><img class=\"lazyload size-full wp-image-26239\" title=\"Cancelled and corrected invoices\" src=\"https:\/\/okappyimages.okappy.com\/CancelledCorrectedInvoices.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/CancelledCorrectedInvoices.png\" alt=\"Cancelled and corrected invoices\" width=\"900\" height=\"602\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27900%27%20height%3D%27602%27%20viewBox%3D%270%200%20900%20602%27%3E%3Crect%20width%3D%27900%27%20height%3D%27602%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/CancelledCorrectedInvoices-200x134.png 200w, https:\/\/okappyimages.okappy.com\/CancelledCorrectedInvoices-300x201.png 300w, https:\/\/okappyimages.okappy.com\/CancelledCorrectedInvoices-400x268.png 400w, https:\/\/okappyimages.okappy.com\/CancelledCorrectedInvoices-600x401.png 600w, https:\/\/okappyimages.okappy.com\/CancelledCorrectedInvoices-768x514.png 768w, https:\/\/okappyimages.okappy.com\/CancelledCorrectedInvoices-800x535.png 800w, https:\/\/okappyimages.okappy.com\/CancelledCorrectedInvoices.png 900w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[314],"portfolio_skills":[],"portfolio_tags":[628,435,629,630,340,627],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - 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