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How to Move or Transfer Payments Between Users

Account owners in your organization have the ability to transfer user payments to another user (even in another group!). In a family or group system, you can transfer payments to both head and subunits, as well as cart items.

To transfer a payment, click on the center number by the user with the payment in order to see the transactions on the account. Click the 4 dots to the right of the transaction –> click “Transfer Payment” –> Select the user you would like to transfer the payment to, either to another user in the same group, or search for another user in the project.

If you transfer the payment, we recommend transferring the cart as well.

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