Modifying a pending enrollment transfer

From the Receipt page, selecting a pending transfer brings you to the Enrollment Transfer Detail page with information about the enrollment and links to change specific components.

Customer
Name Customer name (links to further detail about the customer).
Address Address information for the customer.
Phones Phone information for the customer.

Withdraw from Activity
Name Two links:
  • Activity name (links to further detail about the activity).
  • Select another Activity (links to select an activity).
Number The number of the activity.

Refund
Total Fee The total refund pending.
Link to modify credit fees.
Notes Any notes entered during transfer out of the enrollment

Transfer to Activity
Name
  1. Select an Activity List (links to further detail about the activity)
  2. Select where to transfer to:
    • Transfer to another Activity (outside of the activity list), OR
    • Transfer within Activity List
  1. Click Submit.

 

Note: When transferring within an Activity List, you can only transfer to optional activities.
Number The number of the activity

Fees
Seats Requested The number of seats requested.
Link to modify fees.
Total Fee The total of the fees attached to this registration.
Notes Any notes entered during registration.

Related topics

Transferring an enrollment

 

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