PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Invoices > Invoice How To's > FAQ - Transferring a Credit Balance
FAQ - Transferring a Credit Balance

Q:  How can I transfer a credit balance from one invoice to another?

A:  To transfer a credit from one invoice to another, open the invoice showing the credit balance. Click the File menu in the upper-left corner and select Transfer Credit Balance. You can transfer the balance to an invoice belonging to this client by selecting an invoice from the drop-down list, or you can transfer the balance to an invoice belonging to a different client by entering the invoice number.

      

Additional Resources

+ Spectra Quick Reference (printable)




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