Non-Mirrored Order Receipt Transfer

When transferring money from a non-mirrored order to a mirrored order; the accounting methods used in Personify can make it difficult to audit. For example, if constituents register for a meeting (non-mirrored product) and would like to cancel the registration and receive a credit they can transfer that credit to the affiliate membership (mirrored product.)

The process of a non-mirrored order receipt transfer is done completely using batches and refunds. You will create a batch using the non-mirror transfer receipt. Process the refund on the non-mirrored order, and apply a payment to the mirrored order. This is because the refund account and non-mirrored receipt type account are the same.

Note: You can always tell if an order is mirroring transactions using the Mirror Transactions flag within the Order Information section of the order entry screen.