Payment Transfers

Transferring Payments

To transfer payment:

Step 1: Open the debtor to transfer payment from.

Step 2: Click Operations > Payment > Payment Transfer.

Step 3: In the Payment Transfer window, select the payment to transfer.

Step 4: From the bottom of the screen, click  to add an account to transfer payment to.

Step 5: In the Debtor and Account Search screen, search for the account to transfer payment to, and then click OK.

Step 6: In the Amount field, type the amount of the payment to allocate to this account.

Step 7: Select the line items to apply payment to, and then click Finish.

Step 8: In the Payment Transfer window, do one of the following:

  • To transfer the payment, click Transfer Payment.
  • To transfer the payment and do another transfer, click Transfer And Do Another.
    • Repeat steps 3-8.

NOTE: If the full payment amount was not transferred, a warning displays. Click OK. Then, repeat steps 4-7 as many times as necessary to allocate the full payment amount.

Main Support Line:

All Support Team Members (866) 684-7387
Chris Stickney (Support) Ext. 5673
Angel Davis (Support) Ext. 5756
Brooks Robinson (Support) Ext. 5748
Kellie Mendenhall (Consultant)      Ext. 5676
Aaron Burge (Installation) Ext. 5710


Mailing Address

4400 NE 77th Avenue, STE 100
Vancouver, WA 98662