Keys: CTRL+T
Use 'Transfer payment' when you have inadvertently applied a payment to the wrong order. You also can use this transaction to transfer a payment from one order to another within a subscription—from a future order to the current order, for example—or you can use it to transfer a payment from one subscription to another.
As far as QuickFill is concerned, this transaction is the same as following a 'Bounced payment' transaction with a 'Payment' transaction. But here's the difference: when you use 'Transfer payment', you'll see clearly on the subscription history where the payment came from and where it went. That's why you should use 'Transfer payment' for this type of transaction.
To transfer a payment, select 'Transfer payment' under 'Transactions' on the main menu. Unlike the other miscellaneous transactions, you do not have to lookup up the customer prior to selecting the transfer transaction.
Transfer from order number, Transfer to order number
When you enter an order number and tab over to or click in the next field, QuickFill displays the customer name and a summary of the order in the area below the order number field. You'll see a screen that looks like the one below.
If you don't know the order numbers, click on "Lookup." QuickFill displays a lookup form for you to locate the correct order numbers by country code, zip/postal code, customer name, or customer number. (Click here for details on the lookup procedure.)
Note: selecting orders
If you select 'Transfer payment' from the 'Transactions menu' after looking up the order you want to transfer money from, QuickFill automatically enters that order number into the 'Transfer From' field.
Amount
After you've entered the two order numbers (or used the lookup procedure to identify them), enter the amount you want to transfer in the 'Amount' field.
Comment
If there is any additional information related to this transaction, enter it in this field. Any comments that you enter will be appended to the subscription history. This field is not required.
Click on "OK" after you've entered information in the above fields and QuickFill will update the sub scription summary and history and displays the order list. Now you can return to the main menu, or click on "Details" to display the order details.
Since the 'Transfer payment' transaction is not a batched transaction, it is recorded in the miscellaneous batch. Click here for details on the miscellaneous batch.
Error messages
The 'from' order has no credit balance. Are you sure you want to do this?
You are attempting to transfer a payment from an order with no credit balance. If you choose "Yes," the "from" order will be left with an amount due. The next time you run the 'Billing' update, QuickFill will generate a bill for this amount provided it comes to more than the minimum bill amount you defined in your publication definition (click here for details on defining the minimum dollar amount to be billed). If you choose "No," QuickFill returns you to the "from" order field, so you can select another order.
The 'to' order has no amount due. Are you sure you want to do this?
You're attempting to transfer a payment to an order that is already fully paid. If you choose "Yes," the "to" order is left with a credit balance, which will be either refunded or kept and applied to the next renewal, depending on which option you chose when you defined the publication (click here for details on the 'Automatically refund overpayments' field in the publication definition). If you choose "No," QuickFill returns you to the "to" order field, where you can select another order.
The 'to' subscription was canceled for nonpayment or at the customer's request, but with this transfer we will owe him some issues. Shall we reinstate it?
This message is similar to the one that appears when you enter a payment to a subscription that was canceled for nonpayment. If you choose "Yes," QuickFill reinstates the subscription, and the customer will receive the unserved issues. If you choose "No," the subscription remains canceled, and you'll serve no further issues.
Amount is more than the amount paid
You cannot transfer an amount larger than the amount that has been paid on the "from" order.