Or, check out our Quick Actions video: Transfer Payment
Transfer payments are used to move money from one order to another. If you are participating in the Revenue Accelerator Program, please reach out to your Account Manager before proceeding.
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After completing each transfer, check the Financial Summary to be sure the balances are correct. |
Ways to Move Payments in Global Admin
In one company record for the same event
In one company record for different events
In One Company Record for the Same Event
Search for the Company Name under Companies on the top navigation
Once you find the company and click on the Company Name, go to the Payments tab on the Left.
Add a negative value to remove money from an order and add a positive amount to add that money to another order within the same company for the same event. Ensure that the Total: field shows 0.
Change the Payment Mode to Transfer and add Details to explain the reason for the move. Hit Save.
In One Company Record for Different Events
Search for the Company Name under Companies on the top navigation
Once you find the company and click on the Company Name, go to the Payments tab on the Left.
Add a negative amount to the order you would like to move the money from. For best results, do not use Overpayment line for the negative amount.
Switch the Payment Type to Transfer and Hit Add. This will remove the money from this order and it will stay in "Limbo" until it is reallocated into a different event.
On the Payments Tab, switch the Event to the one you would like to move the money to. The Payment Mode will still be Transfer.
The Order now shows the $100 in the order we placed it in and the Payment History shows you removed 100 from one show and added it to another.
Payment History
Between 2 Company Records
Search for the company you would like to remove money from.
Click on the company name from the search and then go to the Payments tab on the left toolbar.
Find the Order you would like to remove the money from and add the negative amount into the Order Payment text box. For best results, ascertain the order has at least that amount in Paid Order Amount field, and do not use the Overpayment field to enter the negative.
At the bottom of the page, change the Payment Mode to Transfer and double check your Total to be sure you are transferring the correct amount. Add a detailed description of reason for the transfer.
Now that you have removed the money from the first company, search for the second company using the Companies tab at the top. Go to the Payments tab on the second company and make sure you are still looking at the same event.
Add the positive amount to an order of the same amount.
Change the Payment Mode to Transfer and Hit Add.
