Transfer your entire Billplz Credit balance from one account to another. This is useful when migrating to a new account, restructuring your business, or consolidating operations under a different entity.

Credit transfers are free.

When to transfer credit

You might need to transfer credit when:

  • Registering a new business entity: You've registered a new SSM company and want to move operations from your sole proprietor account
  • Consolidating accounts: You're closing one account and moving to another
  • Business restructuring: Your company is merging with another or changing its legal structure
  • Separating business operations: You're splitting one business into multiple entities and need to reallocate credit
  • Transferring to a successor: You're handing over business operations to a new owner who has their own Billplz account

Before you begin

  • You can only transfer the full credit balance, partial transfers are not supported
  • Both accounts must be active Billplz accounts
  • You need access to your Organization email to receive the TAC verification code
  • The receiving account must provide you with their Organization email address

Step 1: Go to Credit Transfers

Click Settings in the left menu, then select Account Settings > Credit Transfers.

Billplz Settings - Navigating to the Credit Transfers section within the Account Settings menu.

Step 2: Enter the receiver's email

In the Receiver's Organization Email field, enter the email address associated with the receiving Billplz account. Click Submit.

Billplz Credit Transfers - Entering the recipient's Billplz login email address to initiate a full balance transfer.

Step 3: Verify with TAC

A TAC (Transaction Authorization Code) is sent to your Organization email. Enter the TAC code in the verification field and click Submit.

Billplz TAC Verification - Prompt requesting the Transaction Authorization Code sent to the organization's email address.

Step 4: Confirm the transfer

Once verified, the credit balance is transferred to the receiving account. Both accounts receive an email confirmation.

Billplz Email Notification - Automated low credit alert email from the system featuring a direct reload call to action.

Common issues