Balance Transfer Reasons

An invoice provides the ability to transfer items on the invoice to a different invoice. Within this transfer process is a field that identifies the transfer reason. Balance Transfer Reasons can be added or designated as inactive within the Admin module.

Instructions

Add Balance Transfer Reason

1. Access Admin > Data Configuration > Accounting > Balance Transfer Reasons.
2. Click the + icon.
3. Complete the Name field.
4. Click 'Save.'

Deactivate Balance Transfer Reason

1. Access Admin > Data Configuration > Accounting > Balance Transfer Reasons.
2. Select the balance transfer reason that needs to be deactivated.
3. Uncheck the box for Active.
4. Click 'Save.'