I can not change the default address on a customer record or vendor record. The override check box does not actually override the record when you try to print a copy of the invoice. We have been creating new customer accounts and new vendor accounts when needing to update a new record. Any suggestions on what we are not doing correctly?
Thank you in advance for your help,
Lisa Z.
Best answer by markusray17
There is the default address and then there are billing and shipping addresses on the customer record that can be overridden. If you are changing the default address when there is an overridden billing or shipping address that could be the issue.
You also mention that it doesn’t change when printing a copy of the invoice. Changing the address on the customer record will only affect new documents it won’t change the address on previously generated documents.
If you can provide screenshots of the exact process you are following to change the address, it may be easier to pinpoint the issue.
There is the default address and then there are billing and shipping addresses on the customer record that can be overridden. If you are changing the default address when there is an overridden billing or shipping address that could be the issue.
You also mention that it doesn’t change when printing a copy of the invoice. Changing the address on the customer record will only affect new documents it won’t change the address on previously generated documents.
If you can provide screenshots of the exact process you are following to change the address, it may be easier to pinpoint the issue.
Hi
As
One has to modify existing Invoice manually and override the address if one wants to change an existing Invoice.
Hope this helps,
Regards,
Thank you,
Unfortunately, I do not know how to update the customized invoice and the person who did in the organization passed away in May. Any suggestions?
We’re having similar issues. I void a failed ACH payment and want to issue a check (different payment method). However, the open invoice does not allow me to change from ACH to check payment method. I don’t understand why the payment method gets locked for an open invoice.
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