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AudienceView Documentation

Transferring Account Balances

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You can transfer part or all of one customer’s account balance to another customer. For example, you may want to transfer an account’s balance before merging accounts. To perform the following steps, you must be able to create an overpaid order. Speak to your system administrator for more information.

To transfer account balances, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
    The Customer|Search page appears.
  2. Search for and select the customer account from which you want to transfer the balance. For more information, refer to Searching for a Customer or Contact.
    If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear. 
  3. Click 'Add to Order'.
    The Order|Summary page appears.
  4. Click 'Add Payment'.
    The Payments dialog box appears.
  5. Select Account from the 'Payment Method' dropdown.
  6. Select Payment from the 'Payment Transaction Type' dropdown.
  7. Enter the amount you want to transfer in the 'Payment Amount' field.
  8. Click 'Add Payment'.
    The Payments dialog box closes and an unprocessed payment is added to the order.
  9. Click 'Create'.
    A warning may appear indicating that the order is overpaid. A window confirms that the application created the order.
  10. Click 'OK'.
  11. Select the Customer tab.
    The Customer|Basic or Customer|Advanced page appears.
  12. Select the Search tab.
    The Customer|Search page appears.
  13. Search for and select the radio button next to the customer to which you want to transfer the balance. For more information, refer to Searching for a Customer or Contact.
  14. Click 'Add to Order'.
    AudienceView warns you that the order already has a customer.
  15. Click 'OK'.
    The Order|Summary page appears and the customer you selected is associated to the order.
  16. Click 'Add Payment'.
    The Payments dialog box appears.
  17. Select Account from the 'Payment Method' dropdown.
  18. Select Refund from the 'Payment Transaction Type' dropdown.
  19. Enter the same amount, in the 'Payment Amount' field, that you entered in Step 7.
  20. Click 'Add Payment'.
    The Payments dialog box closes and an unprocessed payment is added to the order.
  21. Click 'Apply'.
    A window confirms that the application updated the order.
  22. Click 'OK'.

There are now two account payments on the order. The customer’s account balances are adjusted accordingly. Reload the customers to view their current account balances.