Move Sales Invoices between customers

This article goes over the steps to move the sales invoice between customers in Turbo Inventory.

Moving the Sales Invoice

• Click Sales
• Click Sales Invoices
• In the header bar select Move Sales Invoices
• Set the Original Customer as the customer who has the Sales Invoice
• Set the Move to Customer as the new customer
• Click Load Sales Invoices, this will load any movable sales invoices.
• Tick the invoices you want to move and click Update Invoices

For Cash Sales (Sales where no Customer Account has been selected);

• Click Sales
• Click Sales Invoices
• Click View and then Edit
• Select the Customer account in the top left
• Use the Charge to Account or Post buttons to save your changes

The Account cannot be changed on a Cash Sales invoice if it has been paid. You must delete the payment from the View screen before changing the invoices owner.