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Mandy Fleckney

Posting a credit to a different account

SUGGESTED
Posted By

Good afternoon.  We have a customer (A) who has recently been bought out.  The new owners (B) also have an account.  A has a credit on their account of £332.83  so B has applied that to their balance of £490.10  and just paid the remaining £157.27.  

Is there a way of transferring the credit to B and setting A to zero.

Thank you 

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    SUGGESTED

    Hi Mandy,

    Thanks for using Sage City.

    The best option in this case would be to enter an invoice for customer A to set the balance on the account to 0 and then a credit note for customer B for the same value. I would recommend using Quick Entries to do this so as not to use up an invoice number.

    If this has answered your question please click More > Verify Answer.

    Tom

    Sage UKI

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