How To Transfer Payments
To transfer a payment, the following needs to be done:
You will need to choose the participant you are transferring the payment from and the one you are transferring the payment to.
You will need to enter the amount; and, you will need to confirm the transfer.
- Choose the Transfer From participant (using the "Choose Participant" finder);
- Choose the Transfer To participant (using the "Choose Participant" finder);
An example from a demonstration event.- Enter the dollar Amount;
- (Optional, although recommended) Enter appropriate Notes; and,
- Click the Transfer button.
An example from a demonstration event.A confirmation window will pop up before the transfer will be completed.
A list of recent transfers will be shown in this section. The participant involved can be clicked through to their specific Participant Details page.
An example from a demonstration event.Learn about related topics:- Transfer Payment
The Transfer Payment function will allow you to transfer money between participants. - Editing Transactions
An overview of the options available to edit transactions through the relevant dashboard interfaces where available. - In-Person Checkout And Payments
An overview of how to handle in-person checkout and payments during the night of your event. - Record Payment
Organizers can Record Payments from the main Event Dashboard, with options to include credit card fees and select from available payment methods.
Last reviewed: January 2024