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January 2023: the current dashboard release has new graphics and some interface changes. Many screenshots still reflect the older release and will be updated shortly.
The Transfer Payment function will allow you to transfer money between bidders. This can be necessary, for example, if the payment was recorded against the wrong bidder or a refund was incorrectly assigned to a bidder.
To get to the Transfer Payment dashboard, from the main Auction Dashboard, click through the Checkout sidebar entry and then click on the Transfer Payement sidebar entry there.
Transferring funds will not change the event income or affect credit card payments. The amount will simply be debited from one bidder account and credited to the other.
To transfer a payment, the following needs to be done:
- Choose the Transfer From bidder (using the "Choose Bidder" finder);
- Choose the Transfer To bidder (using the "Choose Bidder" finder);
- Enter the dollar Amount;
- (Optional, although recommended) Enter appropriate Notes; and,
- Click the Transfer button.
A list of recent transfers will be shown in this section.
Reviewed: January 2023