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Transfer a Scheduled Payment Receipt
Once a receipt has been created for a scheduled payment, the
receipt associated with the order line can be transferred to another order. For
example, a manual payment may have been made towards a particular payment
schedule. Then, the customer decides to apply that payment towards a different
order. If a payment is only partially transferred, the system splits the
scheduled payment record so that the amount that was not transferred shows as
the amount paid, and then the new scheduled payment record shows the amount due
that is pending. Once a receipt has been transferred to a different order, the
scheduled payment reverts to “Pending”, the Balance Summary tab displays the
new balance, and the Transaction tab displays the latest transaction.
- Access the Transaction Tab on the Payment
Schedule screen.
- From the Receipt Number column, click on
the hyperlinked receipt number to access the Receipt Review Screen.
- Select the appropriate order line.
- Click Transfer the Receipt.
- The Receipt Transfer screen will display. Update
the Transfer Mode to Line and complete the transfer from order to order or
line to line. Once finished, click Complete Transfer.
