As part of the new prepaid billing flow, we have introduced a new Transfer of credits feature to give clients more flexibility when it comes to using their credits. Credits can now be transferred between any of the products they have committed to in their Order Forms, as well as their active entities.

Clients with an existing PBC balance will see their credits moved into the Unallocated Credits bucket once migrated to V2.

Credits in Unallocated Credits are not automatically applied to fee invoices. To use these credits, clients must redistribute them to the appropriate products or entities. Once redistributed, the credits will apply automatically.

This article explains how to distribute credits.

How to Transfer Prepaid Billing Credits

✅ Step 1 - Initiate the distribution

Go to Organization Settings > Billing & Payments, then select Prepaid Billing Credits.
Click Transfer Credits.

Note

It’s important to transfer any Unallocated Credits, as these credits will not be applied to invoices until they are redistributed to specific products or entities. When unallocated credits are present, clients will see a warning box displaying the total amount. From there, they can select "Transfer Now" to initiate the distribution.

✅ Step 2 - Select the products

Clients can view the available credits for each product and transfer credits between entities within the selected product.

✅ Step 3 - Transfer credits

Here, clients will have two options: transferring credits to a different product or transferring credits between entities within a product.

Transferring Credits to Another Product

1. On the Transfer Credits screen, select Product as the target type.

2. In the Transfer credits from section, select the entities that currently have allocated credits and enter the amounts to move.

   • Example: move $500 from entity JIYDOIJ3 and $200 from entity FS4K602Y under the Contractor product.

3. In the Transfer credits to section, select the product(s) you want to transfer credits to, then enter the amounts for each entity.

   • Example: transfer $300 to entity MUJ4BOV9 and $400 to entity 7C5PMIPZ under the Engage product.

Transfer Credits Between Entities in the Same Product

1. On the Transfer Credits screen, select Entity as the target type.

2. The Transfer to buckets will be prefilled with the current allocation for each entity. To redistribute, manually deduct from one entity and add to another.

   • Example: to transfer $100 from Entity A (7C5PMIPZ) to Entity B (MUJ4BOV9):

     • Change Entity A’s bucket from $400 → $300.

     • Change Entity B’s bucket from $350 → $450.

✅ Step 4 - Review the details

Review the transfer details and click Confirm. The new allocation will be reflected on the Prepaid Billing Credits page.