One client has credit that another client should own.
Track
Credit use and transfer
Phase
Move the credit
Starts with
Credit on wrong client
Ends with
Credit on new client
A family member will travel instead. The credit should follow the person who uses it.
An admin chooses Transfer Credit on the source client's balance card.
Only owners and admins see Transfer Credit.
Use it for clear relationships such as family.
This is the key moment of the journey: the credit changes owner. This is the key moment of the journey.
QuickBooks is not changed by this transfer.
Configures registers, partners, reminders, and integrations.
Automates emails, matching, reminders, and sync.
The transfer on both clients' Credit Transfers history.
Why: Keep a trace of who moved what.
Transfer credit moves credit, not debt — and it stays inside SettleWise.