Retarget an Invoice

Steps to update the target on an Invoice

1 Retarget an Invoice
2 FAQs

Related Help Guide Pages

Learn how to retarget an 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!

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

Retarget an Invoice

Follow these steps to change the target on a generated Invoice

Open the ‘Invoices’ DataGrid from the ‘Finance’ area in your Main Navigation Menu on the left
This will open the Invoice DataGrid
Find the Invoice you need to retarget by applying filters and/or searching the Invoices DataGrid
Right-click the Invoice and select the 'Retarget' option from the context menu
This will open the ‘Retarget’ pop-up box

Using the Target drop-down, you can choose if you are retargeting to a User or an Account
Using the ‘Select’ button, change the 'Target' to the new Account or User
Tick the 'Update invoice address to target's address' checkbox to ensure the Invoice has the new Account or User's address
Click the 'Save & Close' button
Right-click the same Invoice once again and select 'View' from the context menu