- Confirm the Customer Account has a credit invoice and an invoice with an amount due.
- Click Add to add a new adjustment batch.
- Click Accept.
- Navigate to General Revenues>General Billing>Adjust Invoices.
- Click Search.
- Fill out fields to find the Invoice with a credit amount on it and click Accept.
- Click Transfer Credit.
- Click Define.
- For the Transfer Credit From section enter how many charge lines should be eligible for the credit.
- For the Apply Credit To section enter the Invoice Year, Invoice Number, lines eligible for the transfer and ultimately a total transfer amount.
- Click Accept.
- Click Post Transfer.
- Define Journal Information for posting and click Accept.
- Choose output options and click OK.
- The credit transfer is complete.
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