This option allows you to transfer an amount between AR customers by creating an invoice and a credit.
Note Product 999 must exist in your database for this process. Please contact Minfos Support for assistance creating this stock card.
From the Receivables module:
1. Navigate to the Invoice menu and select 4. Transfers.
The Transfers window is displayed.2. Enter the AR Customer you would like to transfer from in the From Customer field.
3. Enter the AR Customer you would like to transfer the amount to in the To Customer field.
4. Enter the Date, this defaults to the current date.
5. Enter the Amount to transfer.
6. Click Okay.
The Transfer prompt is displayed.7. Click Yes to continue.
The Transfer has been successful message is displayed. 8. Click OK.