Published at: 2026-10-12

Transfer account balances

Move available balance between fund accounts for the same CRM account or between different CRM accounts.

Overview

A transfer creates two account transaction logs: an expense on the source account and income on the target account. Both balances update.

Before you begin

❗
  • Customer Fund Account is enabled.
  • The source fund account has enough available balance.
  • The target CRM account and fund account already exist.

Steps

  1. Create an Account Transfer.
  2. Enter the source CRM account, source fund account, target CRM account, target fund account, and amount.
alt text 3. Submit the transfer. 4. Open Account Transaction Log and confirm that two logs were created.
alt text 5. Open Customer Fund Account Balance and confirm that the source decreased and the target increased.
alt text ## Expected result
  • The source balance decreases and the target balance increases by the same amount.
  • You can trace the transfer from the account transaction logs.

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