- 24 Feb 2022
- 1 Minute to read
Transferring Invoices
- Updated on 24 Feb 2022
- 1 Minute to read
You can transfer any invoice from one customer to another on the Admin Panel. You can also transfer invoices between locations.
For example, a team paying customer changed and the team's latest invoice has already been issued. You can transfer the invoice to the new team paying customer in a few clicks.
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If the navigation menu isn't visible, click the menu icon in the top left corner of the page.
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Click Finance > Invoices.
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Tick the checkbox next to every invoice you'd like to transfer.
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Click Transfer in the Bulk actions menu.
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Select the relevant location under Move invoice to location .
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Select the customer who should receive the invoice under Move invoice to customer.
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Click Yes to confirm your action.
The invoice is now in the Invoices tab of the selected customer account. The customer receiving the invoice won't get a notification, but they'll be able to access the invoice alongside all their other invoices on the Members Portal.