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How to Transfer Consignments to a different Customer for Invoicing

Table of Contents


Purpose

To change the Customer that will be invoiced for a Consignment.


How to transfer the Consignment to a different Customer

  • Navigate to the Invoice page, More>Invoices. 
  • Select the relevant Invoice. 
  • Select the Consignments tab. 
  • Check the tick box next to the relevant Consignment. 
  • Click +Add to selection. 
image2022-1-27_16-30-16.png

  • Check the tick box against the Consignment in the selection window.
  • Select Update Customer. 
image2022-1-27_16-35-56.png

  • Select the Customer you wish to move the Consignment to from the drop-down menu. 
  • Select the Invoice Option from the drop-down menu. 
    • Remove from Invoice: this will remove the Consignment from the invoice and leave it unassigned to an Invoice. This means you will have to assign the Consignment to a new invoice.
    • Add to existing Invoice: this will add the Consignment to a current invoice. The invoice it is added to must be in Draft status and not be in leeching. 
image2022-1-27_16-38-37.png

  • Select Update. 

If you selected the 'Remove from Invoice' option, you would need to ensure you add the Consignment to another invoice. To do this, please follow the steps here.