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# How do I transfer one customer’s invoice balance to another customer?

**Scenario:** Patricia and Brandon are business partners and are also customers of Zylker Organization. Patricia has an unpaid invoice and requests Zylker Organization to collect the amount from Brandon. In order to do that, a user from Zylker rganization must record payment for the unpaid invoice of Patricia, and record the amount as a debit note for Brandon.

Here’s how you can close the invoice of one customer and record the receivable for another customer:

First, create an **Other Current Liability** account to track the balance transfer. Here’s how:

*   Go to _Accountant_ on the left sidebar and select **Chart of Accounts**.
*   Click **\+ New Account** in the top right corner of the page.
*   Select **Other Current Liability** as the _Account Type_ and enter the _Account Name_ as **Customer Transfer Adjustment**.
*   Click **Save**.

To close the customer’s invoice balance, you need to record payment. Here’s how:

*   Go to _Sales_ on the left sidebar and click **Invoices**.
*   Select the invoice for which you want to record payment.
*   Click **Record Payment** and enter the required details.
*   Click **Configure Payment Mode** in the _Payment Mode_ dropdown.
*   Select _\+ Add New_ and enter the mode as **Adjustment**.
*   Click **Save**.
*   Select the **Customer Transfer Adjustment** account in the _Deposit To_ field.
*   Click **Record Payment**.

To track the receivable for customer, you need to raise a debit note. Here’s how:

*   Go to _Sales_ on the left sidebar and select **Invoices**.
*   Click the _\+ New_ dropdown and select **New Debit Note**.
*   Enter the required details.
*   Go to the _Item Table_ section. Enter the description as **Balance Transfer**, the tax as **Out of Scope** and enter the rate as the amount equivalent to the customer’s invoice balance.
*   Click the _More_ icon and select **Show Additional Information**.
*   Enter **Customer Transfer Adjustment** account in the _Account_ field .
*   Click **Save**.

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