In some cases, it may be necessary to change the payer associated with a sales order/Invoice. This can happen for various reasons, such as a customer request or a change the payer to the Company.
Before proceeding with changing the sales order payer, make sure you have the necessary and correct information about the new payer to avoid any discrepancies in billing or delivery.
Step 1: Access Sales Order/Invoice Edit Function Button
Click on the three-dot action button at the far right of the Sales Order/Invoice to access the Management option and Click on the "Change Payer".
Step 2: Select the New Sales Order/Invoice Payer
Select the new payer from the list in the drop-down of the popped-up window and click "Save". If a Company is already added to the booking, the company name will be visible on the list (See how to create a company here).
