{"id":4232,"date":"2023-06-07T15:25:48","date_gmt":"2023-06-07T15:25:48","guid":{"rendered":"https:\/\/krewescontrol.help\/?post_type=ht_kb&#038;p=4232"},"modified":"2025-07-29T14:54:17","modified_gmt":"2025-07-29T14:54:17","slug":"transfer-payment-between-accounts","status":"publish","type":"ht_kb","link":"https:\/\/krewesctrl.help\/?ht_kb=transfer-payment-between-accounts","title":{"rendered":"Transfer Payment Between Accounts"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Search for the member using the top search bar to locate the member that the amount is to be transferred from. In the popup, select View in the top left corner. This will take you here:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"542\" src=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-117-1024x542.png\" alt=\"\" class=\"wp-image-5970\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-117-1024x542.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-117-300x159.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-117-768x406.png 768w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-117-50x26.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-117-1536x813.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-117-60x32.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-117-100x53.png 100w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-117.png 1716w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Within the Member details page, select the accounting tab. This will take you here:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"602\" src=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-118-1024x602.png\" alt=\"\" class=\"wp-image-5971\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-118-1024x602.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-118-300x176.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-118-768x451.png 768w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-118-50x29.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-118-1536x903.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-118-2048x1203.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-118-60x35.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-118-100x59.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Locate the Payments box. To the right of the payment that you would like to transfer, select the yellow arrows. A popup will appear that looks like this: <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"252\" src=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-119-1024x252.png\" alt=\"\" class=\"wp-image-5972\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-119-1024x252.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-119-300x74.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-119-768x189.png 768w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-119-50x12.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-119-1536x378.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-119-2048x504.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-119-60x15.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-119-100x25.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">At the bottom of the pop up under Search, type in the members&#8217; name and select the green magnifying glass. A list will appear that looks like this: <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"341\" src=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-120-1024x341.png\" alt=\"\" class=\"wp-image-5973\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-120-1024x341.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-120-300x100.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-120-768x255.png 768w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-120-50x17.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-120-1536x511.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-120-2048x681.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-120-60x20.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-120-100x33.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To the right of the members&#8217; name that you would like to transfer the payment to, click the yellow <strong>+<\/strong> button. Your pop up will now look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"348\" src=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-121-1024x348.png\" alt=\"\" class=\"wp-image-5974\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-121-1024x348.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-121-300x102.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-121-768x261.png 768w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-121-50x17.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-121-1536x521.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-121-2048x695.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-121-60x20.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-121-100x34.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">On the right side of the pop up under Transfer To, enter the amount to be transferred to the other account. Your pop up will now look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"351\" src=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-122-1024x351.png\" alt=\"\" class=\"wp-image-5975\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-122-1024x351.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-122-300x103.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-122-768x263.png 768w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-122-50x17.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-122-1536x526.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-122-2048x701.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-122-60x21.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-122-100x34.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select the green button titled Transfer. Your pop up will now have a notification letting you know that the amount has been transferred. It will look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"116\" src=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-123-1024x116.png\" alt=\"\" class=\"wp-image-5976\" srcset=\"https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-123-1024x116.png 1024w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-123-300x34.png 300w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-123-768x87.png 768w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-123-50x6.png 50w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-123-1536x174.png 1536w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-123-2048x232.png 2048w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-123-60x7.png 60w, https:\/\/krewesctrl.help\/wp-content\/uploads\/2023\/06\/image-123-100x11.png 100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">A transfer will create a Transfer\u00a0Invoice\u00a0from the original account and a Transfer\u00a0Payment\u00a0will be added to the recipients account.<\/p>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\">A payment cannot be transferred while it is applied to an invoice.  <a href=\"https:\/\/krewescontrol.help\/knowledge-base\/delete-payment-from-invoice-2\/\">The payment must be removed from the invoice<\/a> before transferring can occur.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Search for the member using the top search bar to locate the member that the amount is to be transferred from. In the popup, select View in the top left corner. This will take you here: Within the Member details page, select the accounting tab. This will take you here:&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[257,260,269],"ht-kb-tag":[373,372,387],"class_list":["post-4232","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-administration","ht_kb_category-members","ht_kb_category-payments","ht_kb_tag-credit","ht_kb_tag-payment","ht_kb_tag-transfer"],"_links":{"self":[{"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb\/4232","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4232"}],"version-history":[{"count":4,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb\/4232\/revisions"}],"predecessor-version":[{"id":5977,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=\/wp\/v2\/ht-kb\/4232\/revisions\/5977"}],"wp:attachment":[{"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4232"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=4232"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/krewesctrl.help\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=4232"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}