Transferring an Order to Another Patron

Transferring an Order to Another Patron (How To)

Find the Patron with the order to be transferred.

*Click here for information on finding Patrons.


Click on the Orders Tab on the Patron Window.
  • Find the order(s) which you would like to transfer and highlight it.**

  • Do this by single clicking the order for multiple orders hold the key while clicking the orders.

alt="Order
Order Tab

Click the Transfer button located at the bottom of the window.
  • The Transfer Payment window opens.
alt="Transfer
Transfer Order Window

Click the Patron button.
  • Use the Contact List to locate the patron to transfer the order to. Single click on the patron the order will be transferred to.
alt="Contact
Contact List Window

Click the Select button.
  • The selected patron information will now appear in the transfer order window.
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Transfer Order Window

Click the Transfer button.
  • A Confirmation Window opens.
alt="Order
Order Transfer Dialog

Click the Yes button.
  • The order is now transferred to the selected patron.

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