Go to Utility Billing > Customer Accounts
- Click Customers tab
- Click to highlight customer with the Balance.
- Double-click on the Balance.
- Click Transfer Balance
![](https://media.screensteps.com/image_assets/assets/005/573/482/original/99342a29-04aa-4ede-bf76-f48e4ea268b4.png)
- Select Account to transfer the balance to.
- Enter transfer Date or desired date
- Select Bill Type Adjustments
- Check Confirm
- Click Write
![](https://media.screensteps.com/image_assets/assets/005/573/484/original/b6020d5f-79b5-4ace-95b6-6377cd63b249.png)
The balance will then clear out of the original account.
![](https://media.screensteps.com/image_assets/assets/005/573/486/original/c1c7b28c-da44-4122-8711-c30010329d07.png)
The balance will then be visible in the transferred to account.