Transferring transactions from one customer to another

Before a transaction is eligible for transfer, you must release the transaction and have no applications or adjustments.

You can only transfer a transaction to a customer one time.

  1. Select Invoices.
  2. On the Transfers tab, select an invoice record.
  3. Click Transfer.
  4. Specify this information:
    Reassign To Customer
    Select a customer number to which to reassign the invoice.
    Reassign Date
    Optionally, select a reassign transfer date.
  5. Click OK.