Move a small credit between two test clients.
Before you start
- Sign in as
- Owner or admin
- Starting state
- A test client with available credit
Run the scenario
- 1AdminSettleWise · Customers · balance card
Click Transfer Credit, choose the other client and amount, and confirm.
Expected evidence
The source credit drops and the destination shows the same amount.
Scenario completed
Credit on new client
- Credit owner
- Source client→Destination client
If it does not match
- If Transfer Credit is missing, your role is not owner or admin.