Transferring a Credit Balance Paige Freeman May 17, 2023 15:36 Updated When a receipt transfer is completed, the transferred receipt is applied to the order open in Order Entry, and is applied to each order line using the payment priorities defined with the Order Detail rows for the order. The transferred receipt is applied against the first order line with a balance due and then to each next line with a balance due until the credit is completely distributed, provided that all the order lines are of the same product. If they are from different subsystem then the Pay Priority will be respected. Any leftover credit balance amount is left on the original order. The following business rules apply when transferring receipts: Only posted receipts can be transferred Deferred receipts cannot be transferred Receipt transfers can only be completed from and to orders within the same organization unit The Short Pay code could affect the receipt transfer. For example, if a credit balance receipt is applied to an order where the Short Pay code is "Adjust", then the application of a transferred credit balance amount may cause the balance to automatically adjust (based on the minimum and maximum adjusted price definition.) You would not be able to transfer an additional credit balance to the order or pay an additional amount to pay the order in full because the order line will be adjusted before you can transfer the next credit amount. Also, if the order to which the credit balance receipt is being transferred has a Short Pay code set to "Reject", the application of transferred credit balance receipts will not activate order lines until the order line balance reaches $0. If the order line balance is greater than $0, the order line status remains "Proforma" until sufficient amount is paid or until the line is cancelled. To transfer a credit balance: From the Pay Balance screen, in the Payment Application section, click the additional options menu to the right of the appropriate order, and select Transfer Credit. Please note that this option will be disabled if the constituent does NOT have a credit balance or the order line has a zero dollar balance.- OR -On the Order Entry screen, select the Transfer Credit button.The Order to Be Paid screen displays, as shown below. From the Pending Unapplied Receipts and Credit Balances section, select the appropriate line items to which you want to transfer the credit balance. If necessary, select the option to Apply Credits to Future Deferred Amount. Click Apply to Order.