Receipt Transfer
Use these steps to transfer a receipt (a recorded payment) from one order to a different order in the association management system (AMS): find the receipt on the customer’s profile, confirm the destination order number, use Transfer Receipt to move it, then check the new order’s balance.
In This Article
Finding the Receipt on the User Profile
- 1Search for and select the appropriate user.
- 2Open their Profile page.
- 3Click the Receipts tab on the Profile page.
- 4Locate the receipt you need to transfer.
- 5Select the Receipt ID to open its details.
Confirming the Destination Order Number
Before transferring, identify the correct destination order number.
- 1Check the Orders tab on the profile.
- 2Open the correct Order Summary page and note its order number.
Transferring the Receipt to the New Order
- 1On the Receipt Review page, scroll to the bottom-left corner.
- 2Click Transfer Receipt.
- 3On the Receipt Transfer page, enter or search the order number for the new order.
- 4Select the correct line item within that order.
- 5Click Complete Transfer to finish.
Validating 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.
Common Questions
How do I move a payment receipt to a different order?
Open the user’s Profile page, click the Receipts tab and select the Receipt ID. On the Receipt Review page, click Transfer Receipt (bottom-left corner), enter the new order number, select the line item and click Complete Transfer.
Where do I find the order number to transfer a receipt to?
Check the Orders tab on the user’s profile and open the correct Order Summary page.
Where is the Transfer Receipt button?
On the Receipt Review page, in the bottom-left corner. Open the receipt by selecting its Receipt ID on the profile’s Receipts tab.
How do I check that a receipt transfer worked?
Confirm the receipt appears under Payments/Receipts, then go back to the new Order Summary page, refresh if needed, and verify the order status and balance are correct.
