6-2 from the Main Menu

 

This action is available as a right click option in the Payment History tab in the Customer File.

 

You can reassign payments from one customer to another in FocalPoint. The payments that you intend to reassign must be un-applied from all invoices prior to trying to use this function.

 

Simply right click on the payment, then left click on Transfer to Another Customer. You will be given the opportunity to choose a new customer or abandon the process.

 

 

 

This action is also available as a right click option in the Payment History tab in the Customer File. Customer File for more information.