Applying credit balances to other customers

When in the All view, any open credit balance can be applied to a customer's account for which you are entering payment. For example, if a customer is an employee of the XYZ Corporation and XYZ has an open credit balance, you can apply XYZ's credit balance as payment for the customer's order.

After applying a credit, the Trans.INVOICE_REFERENCE_NUMBER will be the same for both the customer who generated the credit balance and the customer for whom the credit balance was applied.

Selecting Open Payments window (Orders)