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Transfer product to another client


bubbasheeko

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I am not sure if this is a technical glitch or if by design. Should there not be an option to carry over any invoices on a product that has been transferred to another client? I ran into an issue where an invoice is due for a product, but the client is managing to different organizations. It began to be a bit confusing for him so he placed the hosting and website of one of the organizations into the hands of another person. I set up an account for the this person and transferred the hosting account over to him. However, an open invoice for this product is still sitting in the client area of the original account holder. Without manually changing a value in the database, is there a way to simply transfer the invoice to the new client?

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As far as I am aware you need to update the database. Make sure you hit both tblinvoices and tblinvoiceitems.

 

I agree that it would be nice if there was at least some way to move an invoice. It would be better if you could choose to move any unpaid invoice with the product at the time of product move.

 

I would want to leave all paid invoices in the original account, since they would need them for accounting.

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I agree that it would be nice if there was at least some way to move an invoice. It would be better if you could choose to move any unpaid invoice with the product at the time of product move.

 

You dont need to - unpaid invoices wont have moved the duesdates forwrad on the product so will generate for the new client overnight

 

Existing invoices need to be cancelled/credit-noted/whatever as per your local accounting laws.

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You dont need to - unpaid invoices wont have moved the duesdates forwrad on the product so will generate for the new client overnight

 

Existing invoices need to be cancelled/credit-noted/whatever as per your local accounting laws.

 

Good point! I hadn't thought of that...

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