Enrolment dashboard > Financial tile > New Transfer Icon
The receipt transfer allows users to easily move receipts between students or between the different enrolments of the same student, simplifying the procedure for effectiveness and user-friendliness.
The transfer screen will be displayed by selecting the transfer icon, or you can move with it by selecting the new transfer option from the burger menu.
You can also transfer multiple receipts to the same student or another student by following the same process.
By selecting the Go button, the profile and invoices tab of the searched student will appear on the screen.
When a receipt is transferred from one student to another, the system creates a transfer entry in Enrolment 1 and a receipt entry in Enrolment 2. If the transfer is deleted from Enrolment 1, the receipt entry in Enrolment 2 is automatically deleted.
For more information, please watch the video.
Once you have entered all the necessary information, the transferred entry will appear in the financial tab.