Accessing the edit page of a closed on account sale to change the customer name or add a note.
- Vend for Mac or PC
- Go to Sales Ledger
- Find the on account sale and click View receipt
- Change the URL by replacing /viewreceipt/ with /edit/id/
- Hit Enter
- Enter the correct customer in the Customer name field or add the missing note
- Click Save
If the on account sale is already synced to Xero, the customer needs to be edited manually on Xero's side to match the information in Vend.