How do I Transfer balances within Freshbooks?

Within the Mailform integrations on Freshbooks, Users can freely transfer any Mailform Credits accross their companies, as long as they are authorized to do so.

On the Mailform Integration page :

  1. First make sure you are logged into the business where you want funds to go to by confirming the name of the business in the top left of the page

  2. Click the + button in the upper right of the screen

  3. Choose the Account where you want to transfer funds from

  4. Enter the amount you would like to Transfer (make sure this is more than 0 and less than the balance in the from account)

  5. Click Confirm Transfer!