These instructions will help anytime you need to move an invoice from one family to another.
- Go to Favorites > Families. Filter for and edit the appropriate family.
- From the Edit Family page, the Invoices tab will be highlighted. Select the desired invoice and click Move Invoices.
- Start by selecting the Family to Move These Invoice to. Next, select the New Payment Plan and the New Invoice Owner to tie this invoice to. Click Move Invoices and you are done!
(Right-click and "Open image in new tab" to enlarge)
Please sign in to leave a comment.