I sometimes enter payments that I don’t know where they came from to account UNKNOWN (ie bank
payment reference has no relation to the customers account ).
When I find out where they came from how do I move all or part of this payment to the correct account ? I currently just delete transaction
and re-enter.
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Move payment from one customer account to another
- brucedenney
- Site Admin
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- Joined: 28 Feb 2006, 09:56
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Re: Move payment from one customer account to another
If you post then to a Customer account called "UNKNOWN" then all you need to do is edit the transaction, change the customer account to the correct one. Then, unless this is a payment on account, do a zero value receipt against that customer, pickup the payment and match it off against wha tis paid.
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Re: Move payment from one customer account to another
Thank you Bruce - would the same process apply if only part of the payment was being moved ?
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Move payment from one customer account to another
You can not have a payment that goes to 2 different accounts, so not scenario that exists.
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