How To Transfer Payments

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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.

1. Choose the Transfer From participant (using the "Choose Participant" finder);
2. Choose the Transfer To participant (using the "Choose Participant" finder);

An example from a demonstration event.

3. Enter the dollar Amount;
4. (Optional, although recommended) Enter appropriate Notes; and,
5. 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.
• How To Transfer Transactions
  Learn how to transfer transactions between participants.
• 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.

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Last reviewed: January 2024

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How To Transfer Payments

A review of the steps required to transfer payments from one participant to another.

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