Office - Invoice Transfer Wizard

Owned by Stacy Zak
Last updated: Mar 06, 2023 by Benjamin Hacker
2 min read

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Table of Contents

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.

Required Permissions

  • Membership Module

  • Membership Transfer Wizard

Accessing the Tool

To access the Invoice Transfer Wizard:

  1. Navigate to the Membership module on the left user menu and select Invoice Transfer Wizard.

  2. The Invoice Transfer Wizard will launch.

Invoice Transfer Wizard

Once the Invoice Transfer Wizard is launched, please follow the below instructions:

Step 1 - Select the magnifying glass and search the member to transfer the invoice from using the Lookup.

Step 2 - Select the invoice to transfer using the Lookup. Remember, only POSTED invoices will show in this list.

Step 3 - Select the Member to transfer the invoice to using the lookup.

Step 4- Click Next.

Step 5 - Select Finish (Finished at 100%).

Step 6 - 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.

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.

FAQs

  • Q. The invoice I need to transfer is not showing up - now what?

  • A. Remember that only Invoices in Posted Batches with a settlement type of Member Charge will appear for selection.  If the batch is unposted, you can edit the Ticket and/or post the batch, and then perform the transfer.