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Transferring credits between customers

Sometimes a customer might ask you to transfer a credit to another customer who you and they both do business with.


One of your customers owns two businesses, both of which are set up as customers in your company file. The customer wants a credit transferred from one business (customer) to the other. 

Regardless of the specifics, you can easily transfer a credit between customers by refunding the first customer's credit into a temporary "clearing" account, then using these funds to create a new credit for the second customer.

Let's take you through the details.

Getting Started

If you haven't already done so, your first step in transferring credits is to create a clearing account.

Transferring credits between customers

Now that you've created the clearing account, you're all set to transfer the credit from Customer A to Customer B.