How to Transfer and Apply a Credit to Another Account

You can transfer an available credit from one customer's account and apply it to an invoice on another account.

Step 1: Transfer the Credit

1. From the original account, click Credit History.

2. Select the credit you want to transfer.

3. Click the magnifying glass icon.

4. Select the destination Account.

5. Click OK.

Step 2: Apply the Credit to an Invoice

1. Navigate to the other account (the destination account).

2. Click Invoice History.

3. Highlight the invoice to which you want to apply the credit.

4. Click Apply Credits.

5. Enter the Amount of the credit you want to apply.

6. Click OK to complete the application.