Customer Account – Transfer From
Open the Customer Account where the Unapplied Cash is currently applied.
Right-click on the Unapplied Cash line and select “Transfer to Another Customer.”
Enter the Customer Number where the Unapplied Cash should be transferred.
A Transfer Cash box will open asking you to confirm the Transfer From and Transfer To. Select Yes.
Customer Account – Transferred To
Open the Customer Account where the Unapplied Cash was Transferred To, and the Unapplied Cash will be listed under Open Credits.
Event Log
The Event Log records the Transfer on both Customer Accounts.
The Transfer will not show under Payments on the Customer Account it was transferred To because the original Payment/Deposit is linked to the Customer Account that Transferred the Credit.