Add/Edit Invoice Transfers

This screen enables you to transfer invoices to other customer IDs in the event that the invoice was entered under the wrong ID.

ENTER THE CUSTOMER ID (???) >

Enter the ID of the customer reflected on the invoice. If the ID is unknown, enter ??? to search for the customer ID by company name or last name.

Enter the ID of the bill-to field reflected on the invoice (may be identical to the customer ID). Enter ??? to search by last or company name.

Enter the entity ID.

Enter the invoice number. If unknown, enter ??? and the open invoices for the customer entered will display.

The date, amount, and balance of the invoice are displayed.

Enter the ID of the person/company to which the invoice will be transferred. If the ID is unknown, enter ??? to search for the ID by company name or last name.

Enter the transfer invoice date. Enter D to display today’s date.

The default is the original invoice date.