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. Enter or search the order number for the new order.

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

1. 3. Click 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.