Hi,

Thanks for using Sage City.

How did you move the invoice from one account to the other?

If I edit a customer invoice and change it to a different customer, it shows the invoice as "Deleted see tran X" on the original customer. The balance also goes to zero (as expected)

Ian

It was moved by editing the transaction and changing the customer code.  The original transaction now says "Cancel" under Ref and the added credit transaction also says that along with "Cancel - see tran X" under Details.

ah okay, so it sounds like the invoice has been included in a VAT Return. When you've moved the invoice the program has credited the invoice so the account is settled. (Nothing will be outstanding on the account as the invoice and credit are allocated together.

On your next VAT Return, the credit will be picked up on the VAT Return as well as the newly-created invoice on the new customer's account.

If this has answered your question please click More > Verify Answer.

Regards,

Ian

Ah, that sounds promising - our next VAT return isn't until next month so I will have to wait to see until then!

Thank you for replying!