You can transfer part or all of one customer’s account balance to another customer. For example, you might have to transfer an account balance before merging two customers. To perform the following steps, you must be able to create an overpaid order.
To transfer account balances:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for the customer from which you want to transfer the balance.
3.Select Add to Order from the Action Menu.
The Order|Summary page appears.
4.Click 'Add Payment'.
The Payments dialog box appears.
5.Select Account from the 'Payment Method' dropdown.
6.Select Payment from the 'Payment Transaction Type' dropdown.
7.Enter the amount you want to transfer in the 'Payment Amount' field.
8.To add the payment to the order, click:
▪'Add Payment': To add the unprocessed payment to the order.
▪'Add Payment and Create': To add the payment and create the order at the same time, processing the payment.
The Payments dialog box closes and the Order|Summary page becomes active.
9.If you added the payment using the 'Add Payment' button, click 'Create'.
A warning appears indicating that the order is overpaid.
10.Click 'OK'.
A window confirms that the order was created.
11.Click 'OK'.
12.Select the Customer tab.
The Customer|Search page appears.
13.Search for the customer to which you want to transfer the balance.
14.Select Add to Order from the Action Menu.
You are warned that the order already has a customer.
15.Click 'OK'.
The Order|Summary page appears and the customer you selected is associated to the order.
16.Click 'Add Payment'.
The Payments dialog box appears.
17.Select Account from the 'Payment Method' dropdown.
18.Select Refund from the 'Payment Transaction Type' dropdown.
19.Ensure amount, in the 'Payment Amount' field matches what you entered in Step 7.
20.To add the payment to the order, click:
▪'Add Payment': To add the unprocessed payment to the order.
▪'Add Payment and Create': To add the payment and create the order at the same time, processing the payment.
The Payments dialog box closes and the Order|Summary page becomes active.
21.If you added the payment using the 'Add Payment' button, click 'Apply'.
A window confirms the order was updated.
22.Click 'OK'.
There are now two account payments on the order. The customers' account balances are adjusted accordingly. Reload the customers to view their current account balances.
Customers account balances can be displayed online.
