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Overview

The Invoice Transfer Wizard is used to transfer posted invoices, from both the POS and Member Charge Wizard, from one member account to another. However, please keep in mind that ONLY invoices settled to Member Charge can be transferred using the Invoice Transfer Wizard. Any other type of settlement CANNOT be transferred between member accounts using this tool.

Furthermore, please remember that only invoices within a POSTED batch will show in the Invoice Transfer Wizard.

Use Case 
  • A transaction completed through the POS was settled to Member Charge on the wrong member’s account, and the batch is already posted. The user can transfer the charge to the correct member using the Invoice Transfer Wizard, rather than unposting the batch and reopening the ticket.
  • A specific invoice, completed using the Member Charge Wizard, was posted to the wrong account, and the batch is already posted. The user can transfer the invoice to the correct member using the Invoice Transfer Wizard, rather than unposting the batch.

 


Video

This video provides an overview of how to use Invoice Transfer Wizard.

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Accessing the Tool

To access the Invoice Transfer Wizard,

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Select Preview and Post the Batch.

 


AR Activity

Once the batch is posted, a credit is placed on the account the invoice was transferred from to offset the original ticket.

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The invoice will then show on the account it was transferred to.

 


Best Practices

  • When performing transfers, ensure documentation to support the transfer is saved, and easily accessible in the event of a Member dispute.

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