Transfer a credit
How can I transfer a previous credit from a daughters sale invoice to another sale invoice which is her mothers??
Forum Discussion
Hi SDSATreasurer,
To transfer the credit to another customer, you'll need to record a refund for the previous customer to a clearing account and create a sale with a negative amount to code to the same clearing account for the new customer. Here’s a step-by-step guide to the process.
Feel free to post again if you need any further assistance.
Thanks,
Genreve
