Transfer an Invoice Balance to Another AR Account

When you click Transfer on the invoice lookup screen in AR Adjustments Entry enter or change data in these fields:

Field Name

Type / Max Length

Action / Description

Transfer to customer

Required
10 alphanumeric

Enter the number of the customer to whom you want to transfer this invoice balance or click the Lookup icon and use the standard lookup options to select the customer from a list.

Note
This customer must use the same currency as the customer whose balance you are transferring.

Adjustment code

Optional
10 alphanumeric

Select the code that identifies the reason for this transfer.

  1. Choose the appropriate options:

To

Do This

Return to the invoice list without transferring this invoice

Click Cancel.

Accept the data

Click OK. The program returns to the list of invoices.