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Question

Transfer balance of credit note to another matter - same client?

  • April 16, 2026
  • 0 replies
  • 2 views

We had a client overpay an invoice on a particular matter. No biggie, we created a credit note and eventually invoiced the matter again, applying the credit to the outstanding balance of that new invoice. However, there still remains a balance on the credit note ( >$1k) and we wont be issuing any further invoices on this matter as that matter is now complete.  Can we transfer the balance of the credit note to another matter under the same client?  If so - how?