Hi there,
Due to the nature of this year, we will need to split groups of subscriptions. For example, we have one subscriber with 11 subscriptions and we need to break up this subscription by household. There is already a record for each household. The only way I can think of to transfer the money from one order to another is by returning subscriptions in the original order, applying the money to a gift certificate, then applying to a new order.
Is this a viable solution, or is there a better option?
Thanks,
Michelle
We have a transfer between constituents payment method set up in our system, which depending on your accounting department, should be easy to set up. We then return the subscription in the original order, and then the negative balance is put toward the transfer between constituent payment method. We then use that payment method to pay off the other subscriptions. We then check the batch summary report to make sure that the total amount equals zero once this has all been processed. It also needs to be processed by the same rep in the same batch.
What enables the "transfer between constituents" payment method to be applied to a different constituent in a new order?
You just use it as a payment method. So, for example, in account/order "A" you return the subscription and have a negative balance of lets say (-$200) and you'll apply that to the payment method of Transfer between constituents. Then in the new account/order "B" you will go in and grab the subscription and pay off the order with the payment method of Transfer between constituents. Then when you close the order you can check your batch summary report and the total for the Transfer Between Constituents payment line should have a value of zero in the final column, which lets you know that you have used, and redeemed the money on that payment method correctly. If there was a balance other than zero in that final column, the money has not been redeemed.