Transferring an account balance

Use the Transfer Balance page to move debits to another customer or company in the system.

 

    1. Go to Front Desk > Transfer Balance.

Notes:

    1. Search for and select the customer to transfer debits from in the Find Customer section.

    2. Search for and select the customer or company that you want to receive the debits in the Find Customer/Company to Transfer To section.

    3. If transferring to a company:

      1. Select an agent from the Agents list in the Company Agents section.

      2. Click Submit.

    4. In the Transfer Debits section, enter an amount that you want to transfer in the Transfer Amount column.

    5. Select a debit G/L account in the Debit G/L Account column.

    6. Enter a Description for the debit.

    7. Click the checkbox in the Transfer column for each item that you want to transfer.

    8. Click Submit.

Related topics

Adjusting an account balance

Making a payment on account

 

Return to Account actions