The article, "Transfer a Balance or Credit from a Past Class" is available for download below.
For assistance, contact RegWerks Support at 888-847-9470 or Support@RegWerks.ZenDesk.com.
In order to transfer a balance or credit from a past class, click into the past Registration that you are transferring from.
Transfer a Balance
1. On the Adjustments tab, add a new Adjustment by clicking the Add button ().
2. The NEW Adjustment window will open.
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- Enter the Amount of the balance as a negative number.
- In the Reason field, add a note explaining to which registration the balance will be transferred, then Save. The balance should now be zeroed out.
- Save out of this first registration.
3. Navigate to the Registration to which the balance will be transferred. Navigate to the Payment tab. On the Adjustments tab, select the Add button ().
4. The NEW Adjustment window will open.
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- When transferring a balance, enter the adjustment Amount as a positive number.
- In the Reason field, add comments detailing information about the transfer, including from which registration the balance has been transferred.
- Click Save, then Save out of the registration.
- The balance will now be reflected on the new registration.
Transfer a Credit
1. On the Payments tab, double-click into the Payment you wish to transfer and take note of the Amount and Reference # as these items will be notated in the new Registration.
2. To notate a credit transfer out of this Class, click on the Add button () on the Payments tab. The NEW Payment window will open.
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- In the NEW Payment window, select the Payment Type as Other. Then, enter the copied down Reference Number followed by /transfer and Amount of the credit as a negative number.
- In the Note field, add a note explaining to which registration the credit will be transferred, then Save. Save out of this first registration.
- Note: Once the transfer payment is notated, depending on the situation of the transfer, you may have to add an Adjustment to the registration within the Adjustments tab to show the student’s Balance as $0.
3. Navigate to the Registration to which the credit will be transferred. Navigate to the Payment tab. In Payments tab, select the Add button ().
4. The NEW Payment window will open.
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- Select the Payment Type as Other.
- When transferring a credit to a registration, enter the amount as a positive number.
- Enter the copied down Reference Number followed by /transfer and Amount of the credit as a positive number.
- In the Note field, add a note explaining from which registration credit is transferred, then Save. Save out of this registration.