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.

This circumstance can occur 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. The result is two orders within a patron record, one showing money is owed to the patron and a second indicating 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.