- Customers sometimes request that Unapplied Cash on their account be applied to a different customer’s account such as a farm or a relative’s account.
- At the Customer Payment on Accounts screen found at A/R / Payments / Add, select the customer whose account holds the Unapplied Cash balance.
- Enter a negative amount in the Payment Amount area for the amount being transferred to the other customer’s account and select Adjustment as the Pay Method.
- Deselect all Invoices in the grid if any exist. Select the Use U/A Cash option and Save the payment.
- Add a new payment for the Customer receiving the amount.
- In the Payment Amount, enter the same dollar amount as in Step 2 but as a positive number. Select Adjustment as the Pay Method.
- Select the Invoice(s) to which the payment should be applied, or select Auto Apply to automatically apply the payment to Invoices and Save the payment.
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