Transferring Payments Between Client Accounts

Transferring Partial payment between client accounts 

Scenario: 

A user is trying to transfer payments from a client’s business account to their personal account in VohCom Page. 

Solution: 

Notes: You do not need to worry about the Transaction Date. 

1. Go to Time & Billings > Receipts. 
2. Using the Client Drop down, select the corresponding Business Account you want to transfer payment out of.
3. Under the Adjustment Column fill the negative amount that you want to transfer over to the Personal Account. In my example I entered in a -250.00. 
4. Type out the Reference field similar as below.
5. Click Process

1. Using the Client drop down, now select the corresponding Personal Account
2. Enter the amount being transferred in the Amount field, in this example it is 250.00.
3. Type out a reference field like the screenshot below.
4. Click process.

Now that credit has been transferred, you can now apply it to any open invoices on the personal account. 

Note: When you pull up the Receipts and Adjustment report it will show the reference note, so it is clear about the transfer.