Hey there, @AngelBK.
Thanks for following the thread.
To clarify, do you mean to change the account from which the payment is deposited into? Or do you mean from the invoice directly? If you mean the invoice, then you'll need to change the accounts in which the items are associated with. The invoice only connects to the accounts through the item/service you're using for them. Whereas, the account in which the payment is deposited into would be changed from the payment screen.
While I await your response, check out the steps I've included below for both scenarios.
To change the account from the payment screen:
- Go to the invoice that you wish to update the account.
- Click on the Receive payment drop-down button.
- Select View/Edit.
- Change the account from the Account drop-down.
- Hit Save.
To change the account the item/service is associated with:
- From the Gear icon, choose Products and Services.
- Find the item or service you want to change.
- Select Edit in the Action column.
- Make your changes.
- Once you're done, hit Save and close.
Here are a couple of articles that go into more details:
I look forward to your response. Please let me know if you have additional questions or concerns. You can reach out to the Community at any time. Take care!
