Context menu - Change account

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This documents context menu allows you to select a different customer account for sales documents (i.e. Invoices, Credit notes or Estimates) or a different vendor 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 customer or vendor account. Some cases where this option may be used, is as follows:

To create a new customer account using the document details:

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

2.Select the document to change the account for.

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

4.Select a different account.

5.Click on the OK or Save button.  

To create a new vendor 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. TheVendor  accounts list screen will be displayed.

4.Select a different account.

5.Click on the OK or Save button.

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