How to Transfer and Apply a Credit to Another Account

Overview

This guide explains how to transfer an available credit from one customer account and apply it to an invoice on a different account. This is useful when a credit exists on one account but needs to offset a balance on another.

The process has two distinct steps: first, transfer the credit from the source account to the destination account; then apply that credit to the appropriate invoice on the destination account.

Before You Begin

Before starting, confirm the following:

• An available credit exists on the source (original) account.
• You have identified the destination account that has the invoice requiring payment.
• You have access to both accounts in the system.

Step 1: Transfer the Credit

Begin on the original (source) account where the credit currently resides.

1. Click Credit History from the original account.
   
   
   
2. Select the credit you want to transfer. Then click Change or double-click the credit.
   
   
   
3. Click the magnifying glass icon next to 'Post To Account#'.
   
   
   
4. Select the destination Account.
   
   
   
5. Click OK to complete the transfer.

Step 2: Apply the Credit to an Invoice

Once the credit has been transferred, navigate to the destination account to apply it to the appropriate invoice.

1. Navigate to 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 Close to complete the application.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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