Using a Credit on One Account to Pay on Another

Customers with a credit on one account and a charge on another can use that credit to make a Payment on the account with a balance.

1. Add a Payment on the account with a credit.
   
2. Enter the credit as a negative Pay Amount.
3. Change the Pay Method to Adjustment.
4. In the Description, indicate the credit is being moved to the other account.
5. Add another Payment for the account with a balance.
   
6. Enter the credit amount as a positive Pay Amount.
7. Use Adjustment as the Pay Method.
8. Indicate the Payment is coming from a credit balance from the other account.

The Pay Methods used for both Payments are the same (best practice is Adjustment) and the account with a balance owed is reduced by the amount of the credit.