How to Transfer a Receipt to a Different Order

Follow the steps below to move a receipt from one order to another within the association management system.

1️ Open the User Profile

• Search for and select the appropriate user.
• Open their Profile page.

 

2️ View All Receipts

• Click the Receipts tab on the Profile page.
• Locate the receipt you need to transfer.
• Select the Receipt ID to open its details.

3️ Confirm the New Order Number

• Before transferring, identify the correct destination order number.
• You can find this by checking the Orders tab on the profile and opening the correct Order Summary page.

4️ Initiate the Transfer

• On the Receipt Review page, scroll to the bottom-left corner.
• Click Transfer Receipt.

5️ Select the Destination Order

• On the Receipt Transfer page:
  1. 1Enter or search the order number for the new order.

1. 1
   2. 1Select the correct line item within that order.

1. 1
   3. 1Click Complete Transfer to finish.

 

6️ Validate the Transfer

• Confirm the transferred receipt appears under Payments/Receipts.

• Navigate back to the new Order Summary page.
• Refresh the page if needed.
• Review the order status and verify the balance is correct.