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How Do I transfer an old invoice to a new account?
I created a new account for a customer, how do I transfer the old invoice on the old account to the new account created?
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To transfer the invoice from an old account to the new account, you will need to do the following:
-Create one time charge in the product catalog rate plan
-Add the new one time charge to the new account
-Generate invoice for the customer to pay (add notes so the customer knows its from the old account)
-Process an Invoice item adjustment to zero out the old invoice on the old account
-Make sure the accounting codes are the same on the new invoice and old invoice item adjustment so the accounting codes are not off balance
If you found my answer helpful, please give me a kudo ↑
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To transfer the invoice from an old account to the new account, you will need to do the following:
-Create one time charge in the product catalog rate plan
-Add the new one time charge to the new account
-Generate invoice for the customer to pay (add notes so the customer knows its from the old account)
-Process an Invoice item adjustment to zero out the old invoice on the old account
-Make sure the accounting codes are the same on the new invoice and old invoice item adjustment so the accounting codes are not off balance
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √