Reverse a past credit balance
Learn how to reverse a past credit balance
To reverse a past credit balance, perform these steps.
- Navigate to Customers > Customer Accounts in the left-hand navigation.
- Find the target customer account and open the account detail page.
- Click the three vertical dots icon to show more applicable actions and then click Transfer to Credit Balance.
- Specify the amount to be transferred with other appropriate fields as needed.
- Click Transfer to Credit Balance.