Fix Customer Change on POS Edit — Keep Payments, Advance Balance and Ledgers Correct

This tutorial fixes what happens when you edit a POS invoice and select a different customer.

Without this fix, the invoice moves from customer A to customer B, but the money behind it doesn't follow correctly. If A paid with their advance balance, A stays charged and B gets an invoice paid with money B never had.

After following this guide, a customer change either moves everything together or is refused with a clear message and changes nothing.

Overview

Edit invoice: customer A → customer B
        │
        ├─ Can it move safely? ── No ──→ Refuse and roll back the whole save
        │
        └─ Yes
             ├─ Advance balance: back to A, deducted from B
             ├─ All payments: moved to B
             ├─ Reward points: removed from A, added to B
             └─ Activity log: "Customer changed"

Loading...