Changing billed charge to a different contract

[Support Team]

RangerMSP User Question*

I need to change a charge that was charged against a client's contract. It should have been on the global contract, but since it was already sent to QuickBooks I am unable to make changes to the charge.

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* Question received by email and shared here for the benefit of our users.

[Support Team]

Re: Changing billed charge to a different contract

Answer

In case the Charge you refer to is 'Billable' then you should mark it as 'unbilled'. This will disconnect it from QuickBooks as well, then you will be able to re-sent it to QuickBooks after changing the Contract it is logged under.

In case the Charge is 'Not-Billable' and was included in the QuickBooks Invoice, then you should open the Charges window and locate this specific Charge (you can use QB button on the toolbar to filter by a specific Invoice Reference). Then select the Charge and use the same QB drop down menu to remove the link to the invoice from the Charge - as shown on the screenshot below:



Hope this helps.