Browse all guides

Transfer credit between customers

Move an outstanding udhaar balance from one customer to another with a Tally-style journal voucher — for family accounts or a change of proprietor.


Quick steps

  1. 1

    Open credit transfer

    From the customers/accounting area, start a credit transfer (a journal voucher).

  2. 2

    Choose from and to

    Pick the customer whose balance moves (from) and who takes it on (to).

  3. 3

    Enter the amount

    Enter how much udhaar to move; add a note explaining why.

  4. 4

    Post

    Storeflea posts a balanced journal — one customer's due drops, the other's rises by the same amount.

Sometimes a due needs to move between people — a son takes over his father's account, a business changes hands, or one family member settles for another. Storeflea does this the accountant-correct way: a journal voucher that moves the balance without inventing cash that never changed hands.

What actually happens

It posts a balanced Dr/Cr journal: the "from" customer's outstanding goes down and the "to" customer's goes up by the same amount. No money entered or left the business — only who owes it changed. Both customers' ledgers reflect the transfer with a clear reference, so the trail is auditable.

When to use it

  • Family / group accounts — consolidate dues under one person.
  • Change of proprietor — carry a balance to the new owner.
  • Corrections — a bill was put on the wrong customer.

Availability

Credit transfer is a book-keeping action, so it lives on the Main branch of a multi-shop account (like other accounting features).

This is different from collecting a payment — no cash is involved. To take money, use the customer ledger's receipt instead.

Frequently asked

Can I move one customer's udhaar to another customer in Storeflea?

Yes. Use credit transfer, which posts a balanced Tally-style journal voucher: the first customer's outstanding decreases and the second's increases by the same amount. No cash is involved — only who owes the balance changes. Both ledgers show the transfer for audit.

Is a credit transfer the same as taking a payment?

No. A payment brings money into a cash/UPI/bank account and reduces a due. A credit transfer moves a due between two customers with no money changing hands.

See also