How to transfer credit from one customer to another
To transfer credit between customers just follow the steps below:
- Go to the Customer Menu.
- Click on Find Customer and search for the customer who is transferring the credit.
- View the customers details by clicking on Edit/View.
- From the customer details screen, select Customer Credit and then click the Transfer Credit tab.
- Search for and select the customer that is receiving the transferred credit.
- Click on Next and enter the desired amount for the transfer.
- Click Transfer Credit. The transfer is now complete.