To ensure accurate account management, you may need to edit the receivables account (AR) linked to a customer.
For example, if a customer's financial account changes or needs to be linked to a new account, updating this information helps maintain precise financial operations.
Editing the AR Account Linked to a Customer
Go to the Sales module.
Open the “Customers” page.
Click on the 🔍 next to the customer to search for a customer or use the arrows at the bottom of the page.
Click on “Edit”.
Click the 🔍 icon next to the “A/R Account” field.
Search for the desired account and click “OK”.
Click on “Update”.
Note: Updating the AR account for a customer will only apply to new transactions and documents. All previous records will remain linked to the old account.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.