CoreBridge is intentionally designed to prevent changing the Customer on an Order once a payment has been applied and reconciled. If an Order was entered under the wrong Customer and payment has already been made, follow the steps below to correct the Customer assignment.
1. Refund the payment on the Invoice in question to an offline payment type of your choice.
Note: For more information about how to refund payments in CoreBridge, please see Entering Refunds.
2. Clone the Invoice.
Note: For more information, please see Cloning Estimates or Orders.
3. On the cloned Invoice, update the Customer in Step 1 of Order Entry, then save the Order.
4. On the new cloned Invoice, record a payment equal to the refund issued on the original Invoice, using the same offline payment type.
5. Void the original Invoice. For more information, please see How to void an Order.
Note: The Invoice history and Invoice number on the new Order will differ from those on the original Order.