I'm hoping you can help. I work with my husband & I'm finding that when new customers come along, I will confirm with him what the 'invoice' customer details will show before setting the customer up on Sage i.e in this scenario I was told to create an account for the customer as 'Mrs Walker' which I did and posted a payment on account for the cash amount paid.
Frustratingly the customer invoice is then something different so in this case its the company name and now I have two entries relating to the one customer, one with the invoice details and another for a payment on account.
I have tried deleting the customer in the customer list window but it tells me I can't as there is activity associated. I know I can go into the maintenance area and delete but just wanted to check what other's do in this scenario as I'd hate to delete something I shouldn't so see this as the last resort really.
I would go into file maintenance, find the payment on account, and then change the customer account to the one that includes the customer invoice. That wil tidy up the transactions so that the payment on account and invoice are in the same customer account. It may well be that Sage still doesn't allow you to delete the original customer account (even though 'Mrs Walker' is now empty), in which case you may simply have to amend the name of the account to 'ignore' or something similar.
If this happens again in the future, can you not just amend the details (name, address etc) of the customer account from the individual to the company? The downside to this may be that the account reference may not be correct (if it's based on the individual's name, rather than the company's name).
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Pearce & Co - Chartered Accountant and Chartered Tax Adviser
Thanks for the advice. As soon as I read your response I thought 'why didn't I think of that'! Your suggestion worked perfectly & you were right that I'm not able to delete the customer from the customer list, but that's ok, I've just marked it as duplicate so I know not to use it.
Part of using the system as against manual entry is training those around me that things can't just be altered so easily! Its a communcation thing mainly that we need to sort out & I'll be making sure that I double check through the customer list & cross checking with the office before setting any new customer up.
