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Transferring a Payment from One Invoice to Another Using a Gift Certificate

If a payment has been applied to the wrong invoice, you can transfer it by creating and applying a gift certificate.

  1. Open the Original Invoice
    1. Navigate to the invoice that contains the existing payment.
  2. Create a Gift Certificate
    1. Click Add Gift Certificate.

    2. Set the value of the gift certificate to match the exact amount of the payment you want to transfer.

  3. Apply the Gift Certificate to the Correct Invoice
    1. Navigate to the invoice that does not have the payment.
    2. Click Make Payment.
    3. Choose the newly created gift certificate as the payment method.