How to Specify a Different Client

What to do if an incorrect client was selected when creating an order or sale:

1. Delete the order or sale.
2. Create a new order or sale, specifying the correct client.

Important

Before deleting, make sure that the order:

• Has no associated payments (prepayment, order/sale payment)
• Has no salary accrued to an employee

These operations will need to be canceled manually.

How to Delete Operations

Payments for the order:

1. Go to the Payments section
2. Delete the transactions related to the order

Employee Salary Accruals:

1. Go to Reports – Salary and select the employee
2. Delete the accrual related to the order/sale

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You might be interested in:

• Creating a client
• Client card fields setting