Moving Payments to Another Account
This page describes how to move a payment that was recorded on the wrong account.
Before You Begin
You must have Trash Flow version 3.01.064 or newer. You'll need to know the name and/or account number of both the customer the payment is already on and the one you wish to move it to.
Context
When entering payments anyone can make a mistake and accidentally choose the wrong account when recording a payment. Customers might have more than one account and a misunderstanding can lead to their choosing the wrong web account number when paying online. Also, sometimes a customer signs in to a new account on TrashBilling.com and, despite the precautions in place, accidentally makes a payment on the wrong account. There are two circumstances where moving a payment this way won't work:
- An RPPS payment made by the customer from their bank's payment portal can be moved, but it must be handled by our TrashBilling staff; call 802-560-3595 for assistance.
- If the two customer accounts are linked using the Bill to field on the Rates tab then you should instead use the bill-to application function of Trash Flow.
Steps to follow
- Open the customer account where the payment was first entered.
- Click on the payment line to select it, right-click your mouse, and click .
- Choose (by name or account number) the customer to whom the payment should be moved and click .
When You're Done
Trash Flow records every time you move a payment, and if you have the full TrashFlowPlus version of our software that includes advanced billing you can view it in Activity History in the customer account and/or run a Customer Event Report to get the information.