Transferring credits

If a customer's account has unapplied credits, you can apply them to unpaid charges on a different account. For example, if a customer has moved, you can transfer credits from the customer's old account and apply them to charges on the new account, such as an initial deposit.

Note: There are two different ways to transfer credits. This topic explains how to use the Transfer Credits link to apply credits on one account to unpaid charges on another account. You can also use the Transfer Balance link to transfer credits without applying them to charges.

See Transferring balances.

  1. Select Billing > Manage Account.
  2. Load the correct account.
  3. On the Maintenance tab, under Transactions, click Transfer Credits.
    The Transfer Credits dialog box shows a list of available credits. You can set the amount of each credit that you want to transfer. The Transfer Credits link can also be displayed in the Quick Links panel on the Summary tab.
  4. Specify the account that you're transferring the credits to in the Account # field.
    You can only transfer credits to an account with unpaid bills.
  5. Select the bill type you're transferring the credits to from the Bill Type list.
    The unpaid balance for the selected bill type is displayed in the Unpaid Amount field. The total amount you transfer cannot exceed this amount.
  6. In the grid, click Edit for the first credit you want to transfer.
  7. Specify the amount that you're transferring in the Credit to Transfer field and click Save.
    Infor Public Sector adds the amount specified to the amount displayed in the Total Credit to Transfer field. You cannot specify a transfer amount greater than the amount displayed in the Unpaid Amount field.
  8. Repeat steps 5 and 6 for any additional credits that you want to transfer.
  9. Click Save.