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Thread: Transfer credit on one account to another account

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    Transfer credit on one account to another account

    Good day,

    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.

    Thank you.

    Teresa

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    Quote Originally Posted by Teresa V View Post
    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.
    The trouble with opportunity is it normally comes dressed up as work.

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