Hello,
We have two customers who share the same boss. Customer A has a payment with some remaining balance, while Customer B has some open invoices. The customer has informed us that they no longer want to issue checks and have asked us to use Customer A's remaining balance to offset Customer B's open invoices.
I cannot simply void Customer A's payment because it has already been partially applied to some of Customer A's own invoices.
What is the best way to accomplish this?
Hi,
One possible approach could be to use a Parent/Child relationship between Customer A and Customer B:
Set Customer A as the parent account and Customer B as the child account.
Enable ‘Consolidate Balance’ on the child account.
This setup allows you to apply a payment from Customer A (parent) to invoices of Customer B (child) without voiding or reversing the original payment that was already partially applied.
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