How To Transfer A Credit Balance To A Service Agreement In Arrears

Use the Transfer Adjustment process to apply a "normal" service agreement's credit balance to another service agreement's debit balance. The credit service agreement is the transfer from service agreement; the delinquent service agreement is the transfer to service agreement. The adjustment amount should be a positive number. Refer to How To Create A Transfer Adjustment for more information.

Warning:

Take care if you apply a credit to a service agreement that's on a budget. The transfer adjustment affects current balance and payoff balance by the transfer amount. If you didn't mean to affect the customer's current balance, you'll have to issue another adjustment to change it.