Processing | Invoicing | Change of debtor's account

Version:

Applies to version 

Question

Is it possible to change a debtor's account in the invoicing module?

Note

Please note this article applies to all the processing modules in 

Answer

Yes, it will apply for the following processing modules:

Invoicing,

Goods Received Voucher (GRV),

Credit notes,

Return to supplier,

Quotes,

Sales Order,

Purchase Orders,

Job cards

Steps

When you create a invoice double click on the Account No field next to the debtor or creditor field. 

Note that the field is still greyed out or disabled.

Please note this is for versions prior to version 2024.4.0.0.

Import note [!]

Please note since the inception of version 2024.4.0.0 the button has been introduced. 

To change the account, click on the [...] to change the account. 

The system will display a dialog box and display two options, like the example. 

Recheck Account Pricing.

Use Existing Prices. 

Select the option Recheck Account Pricing. 

As per the recording below, you will be allowed to change debtor's and creditor's account, by click on the comobo-bo option