Is there a way to transfer on account money between non-related patron records?
Two examples: 1) One patron has on account money and won't be able to use it, but wants to transfer to a friend.
2) We have some on account money that needs to be expired, and want to transfer to a "dummy" record that we've set up for anonymous cash donations.
Are either of these things a possibility?
Thanks
Becky
Atlanta Shakespeare Company
One option is to use a gift certificate payment type. More process-intensive than Lucie's suggestion, but more easily trackable.
Another idea for your second question would be to define a payment type that only takes refunds, and assign it the same GL as you would usually use for anonymous cash donations. It doesn't leave any more of a trace on the constituent record than any of the other options for moving money off, but it cuts out the step of using the dummy record. Then you'd report on this as a refund or GL posting, instead of as a contribution.