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Membership Product Code Change with Payment
If a payment has been made, few extra steps are required to
transfer payment from the existing product code to the new product code.
a. From the Screen
Tasks, click Common Customer Requests > Customer Financial
Analysis. The customer financial analysis screen will appear.
b. From the
selection of buttons at the bottom, click on the Transfer Credit Balance
button.
c. From the Receipt
Transfer screen, update the Transfer Mode to be ‘Line Receipt’. Allow
the screen to update.
d. Transfer the
money matching Product to Product. See the table below
|
Product Line
|
To
|
Product Line
|
|
Active Membership
|
To
|
Partial Practice Line
|
|
PR Line
|
To
|
PR Line
|
|
Affiliate Line
|
To
|
Affiliate Line
|
e. Click the
Complete Transfer Button. Repeat the transfer for additional lines.
2.
Close the Customer Financial Analysis screen, and Refresh 
the
Order Entry Screen.