Transfer Invoice Credit Amount

Transfer invoice credit to due invoice

• Munis
• General Billing
• Adjust Invoices

This process is used when a customer account has a credit invoice and an invoice with an amount due.

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