We appreciate for keeping us posted about this, howardjennings.
Yes, you can remove the check mark in the Is sub-customer box anytime. The transactions associated to this customer profile will no longer appear on your parent customer profile. With that said, each profile will have their own balances.
You can manually delete the transaction if you have associated it to the wrong customer profile.
- Open the affected transaction.
- Click More at the bottom and select Delete.
- Select Yes to confirm the action.
This will affect the customer balance if you delete an invoice, credit, or invoice payment.
Then, you can recreate the transaction under the correct customer profile.
We got your back if you have more queries about the process. Have a great day!
