Receipt Transfer - Other Client - Cal-PM

Use this form to:

• Transfer a receipt from one guarantor to another.
• Change the guarantor for a posted payment from one client to another.

Prerequisites:

• A receipt must be defined in the Receipt Definition form.
• A receipt must be generated in a remittance processing form.

1. ---

   Go to: Avatar PM > Billing > Remittance Processing > Void/Transfer/Re-Print Receipts > Receipt Transfer - Other Client
2. In the Client To Transfer From field, search for and select the client with the existing payment receipt to move.
3. In the Receipt Number field, select the receipt number.
4. In the Payment To Edit field, select the payment. Payments associated with the receipt are available.
5. The Transaction Date, Amount Posted, and Posting Code fields display service information.
6. In the Client To Transfer To field, search for and select the client to receive the payment receipt.
7. In the Reverse Code field, select the reversal posting code to use for moving the payment.
8. In the Date Of Service To Transfer To field, enter the date.
9. In the Service To Transfer To field, select the service.
10. In the Guarantor field, search for and select the guarantor.
11. Select Submit.