Move Payments

Moving a payment to a different order or event is different depending on if your organization uses the General Accounting & Analysis (GL) module or not.

If your organization uses the General Accounting & Analysis (GL) module, see Transfer Payments.

If your organization does not use the General Accounting & Analysis (GL) module, use the below steps. This process does not create journal entries. 

1. Locate the original payment.
2. Right-click and select Tools -> Move Payment. The Move Payment screen opens.
3. Select an event from the To Event drop-down if moving the payment to another event or to an order on another event.
4. Enter the order number to move the payment to into the To Order field. The order must have the same  bill-to account as the account for the payment. Use the magnifying glass next to the To Order field to search for an order on the event. 
5. Click OK.

You can use the audit log to record when payments are moved. The audit log records the original event/order for the payment and the new event/order for the payment. The audit log transaction type you need to turn on to record this information is Move Payment.