Tip: Moving a Payer (Parent) Credit from one Location to another in Multi-Site Organizations

What to do when an organization is a multi site and the Contact (Parent/ Guardian/ Payer) has a credit at one location and needs the credit moved to the new location. 

The Contact (Payer/ Guardian/ Parent) should have a financial account (make sure the account has the branches) and customer item for Transfer Account Balance. 

1. Under the Contact’s account:
   • Finance tab
     • Receivables tab,
       • Accounts tab:
       • Add the new Location Branch under “Customer Account”:
         • click the “+” to add new Branch
         • Save

Create a manual invoice for this payer applied to the location where the credit is (old Location).

Then create a manual credit to the payer applied to the new Location.