Update the income account of a product or service on past invoices

When you update the income account of a product or service that has already been added to invoices, the change does not automatically apply to existing invoices. There are 3 steps to find and update these invoices:

1. Find affected invoices
2. Update the income account on existing invoices
3. Verify income tracking

Find affected invoices

1. Log in at waveapps.com.
2. On the left-side menu, click Reports.
3. Scroll down and click Account Transactions (General Ledger).
4. For the Account, select the old income account.
5. Adjust the date range as needed.
6. Leave the report type as Accrual to include any unpaid invoices.
7. Click Update Report.

The report will display all transactions for checkout payments and invoices linked to the old income account within your selected date range.

You cannot edit the income account of checkout payments.

Update the income account on existing invoices

1. From the Account Transactions report, click an invoice associated with the old income account. The invoice will open in a new tab.
2. Click Edit invoice.
3. Click the trash can icon next to the items under the old income account.
4. Click Add an item, and re-add the product under the new income account.
5. Click Save and continue.

Repeat the above steps for all invoices that need updating.

Verify income tracking

After updating all the invoices, confirm that the income is now being tracked under the new income account.

1. Open the Account Transactions report.
2. Filter the report by the new income account.
3. Ensure all updated invoices appear on the report.