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Transferring credits between customers or suppliers

It would be useful if we could transfer a balance on a customer account to another account without having to split payments on in the bank.

When we have client with more than one account with us, they tend to pay both accounts' balances with one payment. This is sometimes difficult to pick up at the time and is posted against one of the accounts. At the moment the only solution seems to be to go back to the bank, split the payment and reassign. Would it be possible to have a "Transfer Credit" or "Transfer Payment" button so that we can do this without leaving the customers screen.


This may also be useful for suppliers.  

  • Gethin Davies
  • Sep 21 2018
  • Acknowledged
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