Transferring Invoices
  • 24 Feb 2022
  • 1 Minute to read

Transferring Invoices

Article Summary

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.

  1. Log in to the Admin Panel if you aren't already.

  2. Click Finance > Invoices.

  3. Tick the checkbox next to every invoice you'd like to transfer.

  4. Click Transfer in the Bulk actions menu.

  5. Select the relevant location under Move invoice to location .

  6. Select the customer who should receive the invoice under Move invoice to customer.

  7. 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.

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