# Transfer

Occasionally, subscribers ask to transfer money from their account to another account. For example, a subscriber who is moving out of state may transfer his or her remaining subscription copies to a friend who is also a customer. A transfer out will create both a transfer-out transaction (for the subscriber giving the transfer) and a transfer-in transaction (for the subscriber receiving the transfer). Transfer-in transactions can only be viewed—to modify the transfer, you must modify the transfer-out transaction.

When a transfer is entered for a combo subscription, the total transfer amount will be split among all components products of the combo using percentages derived from Rate Setup. For example, a total transfer amount of 15.00 could be split into an 11.25 transfer from one product and a 3.75 transfer from a second product (assuming the combo contains two products). In this example, the first product makes up 75% of the combo’s rate, so 75% of the total transfer amount will come from that product.

#### To transfer a balance:

* Find the customer whose balance you will be transferring.
* Click the Transfer button (<img src="https://1417315899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ToZXx8io0JJXNBRcPOt%2Fuploads%2FwqAIPRfclYfVIARh0fjK%2FTransfer%20button.png?alt=media&#x26;token=92a4d1cb-5a39-42ac-8504-d1bf679adb10" alt="" data-size="line">).<br>

  <figure><img src="https://1417315899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ToZXx8io0JJXNBRcPOt%2Fuploads%2FiVd5gntaHSPXIOLG7bkZ%2Fimage.png?alt=media&#x26;token=39b055e7-f9ba-406b-81fe-5dda0a17092d" alt=""><figcaption></figcaption></figure>
* Complete the fields described below and click OK.<br>

  | Field                    | Type        | What to enter                                                                                                                                 |
  | ------------------------ | ----------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
  | **Transfer Information** |             |                                                                                                                                               |
  | PRODUCT                  | setup       | Select the publication for which funds are being transferred.                                                                                 |
  | TRAN DATE                | date        | Enter the date on which this transfer out should take place. The balance and number of copies available will be displayed.                    |
  | SOURCE                   | setup       | Select the source code for this transaction, such as “customer”.                                                                              |
  | REASON                   | setup       | Select the reason code for this transaction, such as “move” or “transfer”.                                                                    |
  | DAYS                     | integer (5) | Enter the number of days of the subscription that should be transferred.                                                                      |
  | AMOUNT                   | decimal (7) | If you did not enter a number in Days, enter the amount of the subscriber’s balance that should be transferred.                               |
  | TOTAL TRANSFER           | display     | Shows the total amount of the transfer, including all components of a combo subscription. Will be the same as Amount for non-combo transfers. |
  | TRANSFER                 | setup       | Enter the ID (or name or telephone number) of the occupant who should receive this transfer, if transferring to another subscriber.           |
  |                          |             |                                                                                                                                               |
  | **Donation Information** |             |                                                                                                                                               |
  | DONATION                 | setup       | If transferring to a carrier or other party (such as an NIE program), enter the donation code.                                                |
  |                          |             |                                                                                                                                               |
  | **Remarks**              |             |                                                                                                                                               |
  | REMARKS                  | unlimited   | Enter any remarks regarding this transaction.                                                                                                 |