This details how to transfer one patient's Super Saver balance to another patient in order to pay for an order.

Search for the Patient Record of the patient you want to transfer the balance FROM.

Click to open the Direct Debit module.

This will load the following screen:

Click 'Enter Payment' at the bottom right of the screen. Then click 'Balance Correction'.

This will load the Add Payments screen.

Enter the amount you would like to transfer in the 'Payment Amount' box with a minus (-) before it, e.g. -£100.

Select the relevant Payment Item in the drop-down.

For the 'Collection Method, 'Balance Correction' will have automatically been selected.

In the Notes section, write a note that you are transferring a Super Saver balance and which patient you are transferring it to.

Then click 'Add This Payment'.

Next, go to the Patient Record of the patient you would like to transfer the money TO.

Click to open the Direct Debit module.

This will load the following screen:

Click 'Enter Payment' at the bottom right of the screen. Then click 'Balance Correction'.

This will load the Add Payments screen.

Enter the amount you would like to transfer in the 'Payment Amount' box, e.g. £100.00.

Select the relevant Payment Item in the drop-down.

For the 'Collection Method, 'Balance Correction' will have automatically been selected.

In the Notes section, write a note that you are transferring a Super Saver balance and which patient you are transferring it from.

Then click 'Add This Payment'.

This will have balanced out the payments between the two Patient Records.