Transferring Payments

These instructions will guide you though the process of transferring a payment from one order to another. If a payment has been accepted for the wrong purchase it can be corrected by transferring the payment from within the Patron Payment Window.

You can only transfer payments between orders for the same patron, not between patrons.

This circumstance can happen if a sale is refunded from an order but no refund payment is applied. That is, On Account, then a new sale is created and the order is paid On Account. This results in two orders in a patron record, one will show money is owed to the patron and a second showing the patron owes money. It will reflect on the Receivables Based on Order Balances report traditionally run with the End of Day Reports. See the following example.

Click Here for more information on the End of Day Reports.

1. Find the Patron with the payment to be transferred.

   Click Here to learn how to find Patrons.

2. Click on the Payment Tab in the Patron Record to display a list of payments.

   

3. Locate the payment you want to transfer and single click to highlight it.
4. Click the Transfer button located at the bottom of the window.

   The Transfer Payment window opens.

   

5. Click the Order lookup button to display a list of the patron's payments.

   

6. Single Click on the payment in the list you want to transfer.

   

7. Click the Select button.

   The selected order information now appears in the transfer payment window.

   

8. Click the Transfer button.

   The payment is now transferred to the selected order.