FAQ: If a family has a credit at 1 location and an invoice at another location, can we allocated the credit to the invoice?

If each Location has its own Branch, you will need move the credit from one branch to the other.

1. Create a manual invoice to account with the credit.
2. Then create a manual credit to the account where you want the credit to be. 

We recommend you set up a new customer item, something like “transfer balance”.