You can transfer hours from one hour type to another hour type within the same customer’s package.
Step by Step
To transfer hours in a customer’s package, follow these steps:
- Navigate to the billing packages list by clicking Billing in the sidebar, then clicking the Packages tab. A list of customers who have been added to packages is displayed.
- Click Actions for the customer you want to transfer hours for, then select View Balances. The Package Balance view is displayed.
- Click Transfer Hours. The Transfer Hours view is displayed.
- Complete the fields as desired, then click Complete Transfer. The remaining quantities for the selected hour types are updated.
- Entering an Amount to Send or an Amount to Receive will automatically update the other field based on the calculated rates for the selected To and From hour types.
- You can only transfer up to the remaining amount from an hour type.
- You can only transfer from one hour type to another. Transfers are not available for package products and services items.
- You must have the permission Access Billing Tab to access the packages list and view package balances.
- You must have the permission Transfer Package Hours to transfer hours within a customer’s package.