Transferring Unapplied Payment from One Customer to Another

You can transfer an existing payment from one customer to a different customer. This helps in situations where a payment was entered for the wrong customer by mistake or if a payment was entered for a master customer and later needs to be transferred to a child customer.

On the payment details page, there is a Transfer button:

Click this button to choose another customer to transfer the payment:

Note: Only payments with $0.00 applied amount can be transferred. If there is an applied amount, un-apply it before transferring.

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