Cannot Transfer Credit Amount General Billing
- Knowledge Assistant
User is unable to select the transfer from and/or transfer to/target bill via a general billing transfer program or transfer process
- Customers
- Adjust Invoices
- Transfer of Overpayments
- Apply Deposits
- Bill Inquiry
Instructional
If the credit amount is as a result of an overpayment, this can be transferred via Transfer of Overpayments
If the credit amount is a general billing deposit on the customer record, that must be applied via Apply Deposits. Note: a general billing deposit should never be transferred to a bill–-always use Apply Deposits.
If a credit amount was created as a result of an invoice adjustment, this can be transferred to another bill via Adjust Invoices using the Transfer Credit tool
If a credit amount exists on a charge line and there are other unpaid charges on the bill, this credit amount can be redistributed to the unpaid charge lines via Adjust Invoices using the Mass Redistribute Credit tool
If the user is receiving an error message or cannot enter the transfer from or transfer to/target bill via the appropriate program/process, please contact EERP General Billing Support