Transferring Customer Credit Between Customers

Transferring Customer Credit Between Customers

Follow the steps below to transfer credit from one customer to another.

Step 1: Locate the Customer Transferring the Credit

1. Go to the Customer menu.

2. Click Find Customer and search for the customer who is transferring the credit.

3. Click Edit/View to open the customer's details.

Step 2: Start the Transfer

1. From the Customer Details screen, select Customer Credit.

2. Click on the Transfer Credit tab.

Step 3: Choose the Receiving Customer

1. Search for and select the customer who will receive the credit.

2. Click Next.

Step 4: Enter and Confirm the Transfer

1. Enter the amount of credit to be transferred.

2. Click Transfer Credit to complete the process.