In this article, we will explain to you more about what you should do if you are not able to remove assigned/associated client from a document (Invoice / Purchase Order / Credit Note)
Not able to remove / change assigned client
If the document (Invoice / Purchase Order / Credit Note) is in Paid / P.Paid / Closed / P.Used state then you cannot change / remove the assigned client. To change / remove assigned client you need to remove the transactions of that document. The detailed information on how to remove transactions is discussed below
Now let’s discuss on how to remove / change the assigned client in detail:
Android
- Open the document (Invoice / Purchase Order / Credit Note) from which you want to change the assigned client.
- Observe that the document from which you are trying to change / remove client is in Paid / P.Paid / Closed / P.Used state.
- Now tap on Payments (Invoice, PO) / Refund (Credit Note) or Applied credits (If you have applied credit’s from Credit Note to an Invoice) button.
- Tap on red colored trash button to delete the transactions (Payments, Refund / Applied Credits)
- The document’s status will change to Unpaid (Invoice / Purchase Order) or Open (Credit Note) and now try to change the assigned client. You will be able to change the assigned client.
Web and Mac
- Open the document (Invoice / Purchase Order / Credit Note) from which you want to change the assigned client.
- Observe that the document from which you are trying to change / remove client is in P.Paid / Paid / Closed / P.Used state.
- Now click on button of Payments (Invoice, PO) / Refund (Credit Note) or Applied credits (If you have applied credit’s from Credit Note to an Invoice).
- Click on red colored trash button to delete the transactions (Payments, Refund / Applied Credits)
- The document’s status will change to Unpaid (Invoice / Purchase Order) or Open (Credit Note) and now try to change the assigned client. You will be able to change the assigned client.