{"id":98,"date":"2010-01-07T06:38:00","date_gmt":"2010-01-07T06:38:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=98"},"modified":"2025-04-23T07:06:11","modified_gmt":"2025-04-23T07:06:11","slug":"change-customer-on-invoice-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2010\/01\/07\/change-customer-on-invoice-screen\/","title":{"rendered":"Change Customer on Invoice Screen"},"content":{"rendered":"\n

How often do you find yourself in a situation that while Importing multiple Invoices from external sources and API\u2019s wrong customer is imported on the Invoice entry screen and now need to change the customer? The only option left with you is to delete the Invoice with the wrong customer and create a new Invoice for the correct customer. This situation may also occur during data entry.<\/p>\n\n\n\n

We, at Greytrix have a utility where you can change the customer on the Invoice Entry screen on just a single button click. Please refer the below screenshot.<\/p>\n\n\n\n

\"\"
Now to change the customer on the Invoice entry screen you have to just click on the \u2018Change Customer\u2019 button on the toolbar. When you click on the button a screen pop ups containing lookup to select new customer. Please refer the below screenshot.<\/p>\n\n\n\n

\n
\"\"<\/a><\/figure>

<\/p>\n

 <\/div>\n<\/div>\n\n\n\n

Just select a different customer and click on the proceed button the customer related details like Bill to address, ship to address, contact, salesperson, Salex Tax will be changed on the invoice accordingly.<\/p>\n\n\n\n

If you feel if you could be benefited from such a utility feel free to contact us at sage@greytrix.com<\/a>.<\/p>\n\n\n\n

About Us<\/strong>
Greytrix<\/a> is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n\n\n\n

Greytrix has some unique solutions of Sage 100 integration with Sage CRM<\/a>, and Salesforce.com<\/a> along with Sage 100 Migration from Sage 50 US<\/a>, Sage Intacct<\/a>, QuickBooks<\/a>, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services <\/a>to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n\n\n\n

For more details on Sage 100 Services, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

How often do you find yourself in a situation that while Importing multiple Invoices from external sources and API\u2019s wrong customer is imported on the Invoice entry screen and now need to change the customer? The only option left with you is to delete the Invoice with the wrong customer and create a new Invoice\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,51,95,219],"tags":[],"class_list":["post-98","post","type-post","status-publish","format-standard","hentry","category-accounts-receivable","category-customer","category-invoice","category-utility"],"yoast_head":"\nChange Customer on Invoice Screen - GUMU\u2122 Integrations \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"description\" content=\"Know how to delete the Invoice with the wrong customer and create a new Invoice for the correct customer. The situation may also occur\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2010\/01\/07\/change-customer-on-invoice-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Change Customer on Invoice Screen - GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Know how to delete the Invoice with the wrong customer and create a new Invoice for the correct customer. 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