How to transfer a payment from one invoice to another?

How to transfer a payment from one invoice to another?

How to transfer a payment from one invoice to another?


Sometimes, payments may be mistakenly applied to the wrong invoice. To rectify this, the payment can be transferred to the correct invoice through the Payment section.



Step 1: Search for the Father's Name

In the Payment section, use the "Search" box to look for the father's name associated with the invoice.




Step 2: Select the Transfer Payment Option

Click on the "Actions" button next to the payment you wish to transfer and select the "Transfer Payment" option.


Step 3: Choose the Appropriate Invoice

A box will appear displaying the invoice or invoices to which you can transfer the payment. Choose the correct invoice from the list and click "Transfer."


Step 4: Confirm the Transfer

A confirmation box will appear. Confirm the transfer by clicking "Yes" or "Confirm."




By following these steps, you can ensure that payments are correctly allocated to the intended invoices. This helps maintain accurate financial records and prevents discrepancies in your billing system.
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