Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Transfer and apply a customer credit from one job to another job

You want to transfer a customer credit from one job to another job, and use that credit to pay for an invoice on the second job. 

Detailed instructions

Quick Tip: To transfer a credit amount from one job to another, you need to create two General Journal Entries. The first entry transfers the amount from the existing job to a clearing account and the second entry transfers the amount from the clearing account to the new job.

KB ID# HOW12222
6/24/2016 4:58:02 PM
QYPPRDQBKSWS03 9132 Pro 2016 6db6ac