Amending the "account" an invoice was paid from

[QFMathew]

Hello @bromjac

You certainly can change the “paid from” bank account. There are two ways to do this, both are outlined in this post:

Change to which bank account payment was made

Hi @ninabreznik There are 2 ways this could be done - it comes down to how you work and how many payments you need to change. Option 1 - Change individual payments If you need to change one or two individual payments, when viewing the payment details you will see the name of the bank account in the top right, with a little pencil icon: [image] Clicking this will give you the option to change the bank account. Option 2 - Bulk change the transactions This is likely to the easier and quicker o…

As you say, once the balance is moved to the DLA, this will then show as being paid by a director.

Hope this helps!