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.
- Open the Original Invoice
- Navigate to the invoice that contains the existing payment.
- Create a Gift Certificate
- Click Add Gift Certificate.
- Set the value of the gift certificate to match the exact amount of the payment you want to transfer.
- Click Add Gift Certificate.
- Apply the Gift Certificate to the Correct Invoice
- Navigate to the invoice that does not have the payment.
- Click Make Payment.
- Choose the newly created gift certificate as the payment method.