{"id":23676,"date":"2024-06-12T13:26:23","date_gmt":"2024-06-12T11:26:23","guid":{"rendered":"https:\/\/docs.prim.io\/changing-a-customer-to-sale\/"},"modified":"2024-06-12T13:31:14","modified_gmt":"2024-06-12T11:31:14","slug":"changing-a-customer-to-sale","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/sales\/changing-a-customer-to-sale\/","title":{"rendered":"Changing a customer to Sale"},"content":{"rendered":"\n<p>The interface for changing a customer in a sale consists of two fields <strong>Customer (1)<\/strong> and <strong>Change Customer (2)<\/strong>:  <\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1552\" height=\"353\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/smqna-na-klient.jpg\" alt=\"\" class=\"wp-image-20419\" srcset=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/smqna-na-klient.jpg 1552w, https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/smqna-na-klient-768x175.jpg 768w, https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/smqna-na-klient-1536x349.jpg 1536w\" sizes=\"(max-width: 1552px) 100vw, 1552px\" \/><\/figure>\n\n<p>In the <strong>Customer<\/strong> field <strong>(1)<\/strong>, the old customer of the sale is displayed, and in the <strong>Change Customer<\/strong> field <strong>(2)<\/strong> you need to find and specify the new customer with whom you want to make the change.  <\/p>\n\n<p>The customer&#8217;s change is saved with the Confirm button.  <\/p>\n\n<p><\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Important!  <strong>Changing a customer in a sale is only done in the current month!<\/strong><\/p><p>If your sale has closed, you have a financing document and a write-off to it, you should do the following:  <\/p><p>1. Unzip the financial document.  <\/p><p>2. Delete the listing to the sale.  <\/p><p>3. Change the customer details in the sale.<\/p><p>4. Change the customer details on the invoice.  <\/p><p>5. Recover the link between the sale and the invoice.  <\/p><p>6. You redo the spelling.  <\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>The interface for changing a customer in a sale consists of two fields Customer (1) and Change Customer (2): In the Customer field (1), the old customer of the sale is displayed, and in the Change Customer field (2) you need to find and specify the new customer with whom you want to make the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":24276,"menu_order":9,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Changing a customer to Sale - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/sales\/changing-a-customer-to-sale\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Changing a customer to Sale - 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