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1. From the Toolbar, click Accounts Receivable.
2. From the Accounts Receivable menu, select Account Processing, and then select Transfer Balances.
3. In the Name Id box, click Lookup or type * and press Enter, and then select the name id, or type the name id you want to transfer unapplied payments for.
4. In the Transfer Date box, the current processing date defaults in. To change this date, type in the new date you want to transfer the unapplied payments on.
5. Click OK.
6. Select Transfer Unapplied Payment To Another Name Id.Image Added
7. Select the receipt number you want to transfer.Image Added
8. In the Destination Name Id box, click Lookup or type * and press Enter, and then select the bill-to name id, or type the bill-to name id you want to transfer unpaid invoices to.
9. Click OK.Image Added
10. In the Transfer Amount Generating Invoice Number box, the gross unpaid amount of the selected invoice transaction displays and can be overridden to split the amount with the destination name id.In the Control Number box, accept the current control by clicking OK.use the number provided or leave blank as applicable.
11. Click OK.Image Added
12. The Name Id Type can be specified as a sort level and/or used in range selection entry fields for A/P Voucher Reports. The name id type is used by SJI to direct certain transactions to specific ledger accounts. box defaults the name id type from the selected name id from Name and Address, type over the name id type if it is not correct or click Lookup and search for the name id type.
13. The Invoice Type defaults the manual invoice type as defined in Setup Information. The invoice type can be specified as a sort level and/or used in range selection entry fields for A/R Invoice Reports. The invoice type is also used by SJI to direct certain transactions to specific ledger accounts. box defaults the manual voucher type as defined in Setup Information in Accounts Payable and type over the invoice type if it is not correct or click Lookup and search for the correct invoice type.
14. Click OK.Image Added
15. In the Receipt Number box, press Del to use the next control number.
16. Click OK.Image Added
17. Click OK.
18. In the Remark box, type a description about why you transferred the unapplied payment.
19. Click OK.Image Added

Learn more about Transferring Balances feature:

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