Transferring overpayment to different client

Question

We don't use trust accounts (not law firm). We use separate client nicknames for each individual project. One of our clients has overpaid on one project (or client nickname) and wants to apply that overpayment to an invoice due on another project (client nickname). I can't figure out a way to make that happen. Anyone have ideas? Thanks.

Nancy Duhon · Accepted Answer

I would just issue a Refund transaction on the overpaid account and note in the description that it is being transferred. Then issue either a regular Payment on the 2nd client or a credit transaction (depends if you want to show 2x in payment receipts). 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779 duhon@duhon.biz

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Transferring overpayment to different client

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