Enrolment dashboard > Financial tile > New Transfer Icon
The receipt transfer function allows users to easily move payments between students or between different enrolments of the same student, making the process efficient and user-friendly.
You can open the Transfer screen by selecting the Transfer icon or by choosing New Transfer from the burger menu. Multiple receipts can also be transferred using the same steps, whether to the same student or to another student.
After selecting the student and enrolment and clicking Go, the system will display the student’s Profile and Invoices tabs. This allows you to choose the invoice you want to transfer the amount to.
When a receipt is transferred from one student or enrolment to another, TEAMS automatically creates a transfer entry in Enrolment 1 and a receipt entry in Enrolment 2. If the transfer entry is deleted from Enrolment 1, the corresponding receipt entry in Enrolment 2 is also deleted automatically.
For more information, please watch the video.
Once you have entered all the necessary information, the transferred entry will appear in the financial tab.