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My client has a credit on their one account and wants to use the credit as payment on their second account.
Please advise if this can be done.
From a principle point of view, in our company asks for a written instruction just for CYA.
Are you asking about how to do it, perhaps?
Obviously the answer may be affected by what accounting software you are using, but generally having a "banking account" type dedicated for contras tends to be useful for this sort of thing.
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