Transfer payment

You can transfer payments between personal accounts of the same or different clients.

The payment must meet the following criteria in order to be transferred:

• the payment is in the "Paid" status;
• there should be no partial or full refund on the payment;
• there should be no certificates of work performed issued regarding the payment or expenses settled by the payment;
• there should be no receipts for expenses settled by payment;
• the personal account to which the payment is transferred cannot be the same as the current account.

To transfer a payment, enter Tools → Payments transfer. The payment transfer procedure is performed in several steps:

1. Fill in the details for the transfer:
   • Payment — enter the payment id number. The payment will have the name in the form 'pfx/<number>';
   • Account — enter the number of the personal account (Id) to which the payment is transferred.
     
2. Press Next.
3. Select an existing Payer or create a new one. Read more in Payers.
   
4. Press Next.
5. Specify the payer's details:
   • contact person;
   • country of physical presence of the payer;
     
6. Press Next.
7. Read the payment transfer notice.
   
8. Press Finish.