** We highly recommend confirming that the previously paid invoice has updated to Unpaid after you have initiated the transfer. This is a precautionary suggestion**
Note: Please be aware that the 'Transfer to Account' feature does not support expenses made using credit cards or allow partial transfers. Consider these limitations while initiating transactions.
Payment Transfer Options in Hauler Hero
Hauler Hero provides users with robust features for transferring payments between accounts. Below are the primary methods available:
Transfer to Account: This option allows for directly moving payments between accounts. Be sure to check the payment type eligibility.
Revert and Reapply Payment: Alternatively, users can revert the payment on the current account and reapply it to the desired account.
Limitations of Payment Transfer Features
While Hauler Hero offers convenient methods for payment transfers, there are key limitations to be aware of:
No Partial Transfers: Users cannot transfer portions of payments using the 'Transfer to Account' feature.
Credit Card Exclusion: Payments made with credit cards are not eligible for transfer.
1. Open customer profile
2. Select the 3 dots to the right of the payment amount
This is specific to the Payments section
3. First option: Transfer to invoice
This option is for transferring payment from one invoice to another within the same customer profile
4. Click on Invoice *
5. Select the invoice from that profile to transfer to
6. Select NEXT
7. Confirm Transfer
8. Second Option: Transfer to account / invoice
This option is for transferring payment from one account to another, and the ability to apply payment to an invoice within the new profile
9. Select the 3 dots to the right of the payment amount
This is specific to the Payments section
10. Click on Transfer to account
11. Enter the account to transfer payment to
You can search by account number or account name
12. Select the account
13. Click on Invoice *
14. Select the unpaid invoice to apply payment to
15. Click on Next
16. Confirm transfer
Alternative for Partial Transfers
In cases where a payment needs to be split among multiple accounts, consider reverting the original payment and recording the newly allocated amounts to the respective accounts. This method ensures precise account balances while addressing the limitation of no partial transfers.
Summary
Hauler Hero simplifies managing payment transfers, offering options tailored for different scenarios.
The 'Transfer to Account' feature is fast and efficient for straightforward transfers.
The revert-and-reapply method addresses more complex needs such as splitting payments. For additional guidance, visit the Hauler Hero Support or refer to the full documentation.