Context menu - Change account

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This documents context menu allows you to select a different debtor (customer / client) account for sales documents (i.e. Invoices, Credit notes or Quotes) or a different creditor (supplier) account for purchase documents (i.e. Purchases, Supplier returns or Orders).

You may need to use this context menu option, if you have created documents and you need to change the debtor or creditor account. Some cases where this option may be used, is as follows:

To create a new debtor account using the document details:

1.Select the Invoices, Credit notes or Quotes document type.

2.Select the document to change the account for.

3.Right-click and select Documents Change account option on the context menu. The Debtor accounts list screen will be displayed.

4.Select a different account.

5.Click on the OK or Save button.  

To create a new creditor account using the document details:

1.Select the Purchases, Supplier returns or Orders document type.

2.Select the document to create an account for.

3.Right-click and select Documents Change account option on the context menu. The Creditor accounts list screen will be displayed.

4.Select a different account.

5.Click on the OK or Save button.

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