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Move payment from one customer account to another

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naz1000
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Move payment from one customer account to another

Post by naz1000 » 08 Dec 2021, 09:03

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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brucedenney
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Re: Move payment from one customer account to another

Post by brucedenney » 09 Dec 2021, 11:23

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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naz1000
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Re: Move payment from one customer account to another

Post by naz1000 » 09 Dec 2021, 19:15

Thank you Bruce - would the same process apply if only part of the payment was being moved ?

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brucedenney
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Re: Move payment from one customer account to another

Post by brucedenney » 10 Dec 2021, 14:02

You can not have a payment that goes to 2 different accounts, so not scenario that exists.
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