Transfer an unpaid balance

Another client should pay what is still open on an invoice.

Track

Credit use and transfer

Phase

Move the debt

Starts with

Debt on wrong client

Ends with

New invoice for new client

The situation

A guest cancelled and another person takes the same trip. The debt moves through a new invoice.

Accounting asks the assistant to transfer the invoice balance to another client.

AccountingSystem

1
Accounting asks the assistant to transfer the balance
Accounting
For example: transfer the balance of invoice 1049 to María López.
2
The assistant shows a preview and Accounting confirms
System
Nothing changes until confirmation.
3
SettleWise closes the source invoice with a write-off memo
System
This is the key moment of the journey: the debt leaves the first client. This is the key moment of the journey.
4
SettleWise creates a new invoice for the destination client and syncs QuickBooks
System
Payments already made stay on the original invoice.

Accounting

Owns money movement, registers, and reconciliation.

System

Automates emails, matching, reminders, and sync.

Accounting

A preview card with source invoice, destination client, and amount.

Why: Confirm before anything changes.

Transfer balance moves debt, through a new invoice.