Transfer Payment (Finance Admins)

Transfer Payment

Sometimes a credit card payment is applied to the wrong job. The transfer payment utility allows you to move a payment from one job to another.

To transfer a payment, first go to the clients page where you want the payment to be transferred to. Go to Client History > Actions > Edit Invoice or Closeout Booking.

Then, click Add Payment.

Then click Transfer payment from another invoice.

1. Enter the invoice number of the invoice that the payment was originally applied to. This can be found in the client history.
2. Click "Get Invoice Payments".
3. Select the payment(s) that need to be transferred.
4. Click Transfer Payment(s).

The selected payments should be transferred to the current invoice.

Verify that the payment successfully transferred to the current invoice by.