How to transfer credit from one customer to another

To transfer credit between customers just follow the steps below:

  1. Go to the Customer Menu.
  2. Click on Find Customer and search for the customer who is transferring the credit.
  3. View the customers details by clicking on Edit/View.
  4. From the customer details screen, select Customer Credit and then click the Transfer Credit tab.
  5. Search for and select the customer that is receiving the transferred credit.
  6. Click on Next and enter the desired amount for the transfer.
  7. Click Transfer Credit. The transfer is now complete.