Learn how to transfer unapplied payments to the correct customer account or handle unassigned payments.

You can transfer the unapplied payments in the following scenarios. If an unapplied payment is created without specifying a customer account, it is an unassigned payment.

• When you know what account the payment belongs to, you can transfer the unassigned payment to the customer account.

• If the unapplied payment is assigned to an incorrect account, you can transfer the payment to the correct customer account.

• If you do not know what account the payment belongs to, you can transfer the payment to an unassigned payment.

• If the unapplied payment has the refund, you can only cancel the associate refund for that payment and will also need to delete the refund to make the payment transfer work.

You can transfer the payments only if you have appropriate user permission. See Payments Roles for more information.