Retarget an Invoice

• Finance Overview

• Commit a temporary Invoice

• Process a card payment over the phone for an Invoice

• Invoices Overview

• Generate Invoices for all my customers in bulk

• Cancel an Invoice

• Refund a payment on an Invoice

• Refunding a single line item on an Invoice

• Allocate a Credit Note to an Invoice

• Add a Note to an Invoice

• Email a payment reminder to a customer for an unpaid Invoice

Have you accidentally generated an Invoice for the wrong customer? It happens, and this guide will show you how to retarget the Invoice so it’s billed to the correct customer without having to start from scratch!

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This page will walk you through the steps to set the target on an Invoice to the right customer.

1. Open the ‘Invoices’ DataGrid from the ‘Finance’ area in your Main Navigation Menu on the left

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2. This will open the Invoice DataGrid

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3. Find the Invoice you need to retarget by applying filters and/or searching the Invoices DataGrid

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4. Right-click the Invoice and select the 'Retarget' option from the context menu

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5. This will open the ‘Retarget’ pop-up box

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6. Using the Target drop-down, you can choose if you are retargeting to a User or an Account

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7. Using the ‘Select’ button, change the 'Target' to the new Account or User

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8. Tick the 'Update invoice address to target's address' checkbox to ensure the Invoice has the new Account or User's address

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9. Click the 'Save & Close' button

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10. Right-click the same Invoice once again and select 'View' from the context menu

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Can I just change the address on an Invoice using the retarget option?

Will this process automatically send out an email to the new Target?