Required Conditions
Before you can reassign an invoice, please ensure that:
There are no payments/credits allocated against the invoice
If there are payments or credits allocated to the invoice, to unallocate them follow the steps below:
Navigate to Accounting, Company, then select Aged Debtors.
Click on the Company Reg to access the ledger.
Locate the invoice, then select Tracking.
Select the credit items, and select Unallocate Selected.
Reassign an Invoice
To reassign an invoice to a different ledger account, follow the steps below:
Navigate to Accounting, Company, then select Aged Debtors.
Click on the Company Reg to access the ledger.
Locate the invoice, then select Tracking.
Click Re-Assign Invoice.
📌 Note: This button will only show if there are no payments allocated to the invoice - this is a required condition.
Search and select the correct Company Ref.
Click Save to complete the reassignment.
Once reassigned, the invoice will show within the correct Company Ref selected, and will not show in the ledger it was originally assigned to.
⚠️ Important: The address for the company will not update on the invoice that has been reassigned.
You can also correct common Aged Debtor ledger issues, using our guides: