Moving an Invoice to a New Profile

If an invoice needs to be moved to another profile, you can open the invoice, and move it, as long as it has not been posted to your accounting package.

  1. Open the invoice.

You may do this by editing it on the profile (in the Revenue panel, click View Transactions), or by opening it in the Invoice Selector, or by clicking on an invoice link where ever you see it.

  1. At the top, click Change Profile.

  1. Search for the profile to which this invoice should be moved and click Select.
  2. Click Save.

If the invoice has had a payment applied to it, the payment will follow the invoice, but several payment reports may no longer show the payment record, because of a background ID field that does not follow the invoice.  You can always find the payment by opening the invoice.

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