Transfer funds from one record to another

When a related record has excess funds, you can transfer those funds to the record that you are currently working on. When you transfer funds, Civic Platform creates an entry in the transaction section of the invoice for both the “transfer to” and the “transfer from” records. You can view information about a fund transfer on the automatically generated receipt, as well as the payment history.

To transfer funds

1. Find and open the desired record, and select the Payments tab.

2. Select Fund transfer.

3. Enter search criteria as needed to locate the record that you want.

4. Select Submit.

5. Select the application from which you want to transfer the funds and select Select.

6. Complete the required fields and others as needed:

   Field name	Description
   Transfer amount	Enter the amount you want to transfer.
   Method	Currently there is only one transfer method to choose from: Fund Transfer. Civic Platform selects this value by default.
   Comment	Enter comments or notes about the transfer.

7. Select Submit.

   Note: Civic Platform generates a fund transfer transaction and receipt for each application involved in the transfer.