The article, "Transfer a Payment Between Registrations," is available for download below.
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1. To transfer a payment from one registration to another, navigate into the Registration from which the payment will be transferred. In the Payments tab, locate the payment to be transferred.
2. Double click on the appropriate payment and write down the Reference number located in the Reference field. Close this window.
3. Staying in this same Registration, add a new payment by clicking the Add button () on the Payments tab, and a NEW Payment window will open.
4. In the NEW Payment window, select Other from the Payment Type drop-down menu. Enter the Reference number (noted in Step #2) in the Reference field followed by “/transfer.” Enter the amount of the original payment as a negative number (e.g. -90). Add a note for internal reference detailing the purpose of the transfer, noting the two classes involved in the transfer. Save out of this window, then Save out of the Registration.
5. Navigate to the Registration to which the payment will be transferred. Double click on the appropriate Registration, and a Registration window will open.
6. Add a new payment in the Payment tab by clicking the Add button (), and a NEW Payment window will open.
7. In the NEW Payment window, select Other from the Payment Type drop-down menu. Enter the original payment’s Reference number (noted in Step #2) in the Reference field followed by “/transfer.” Enter the amount of the original payment as a positive number (e.g. 90). Add a note for internal reference detailing the purpose of the transfer, noting the two classes involved with the transfer. Save out of this window, then save out of the Registration.