How Do I Move Funds Between Passengers?

Occasionally, you may need to transfer funds from one passenger to another. Here are a few examples:

1.  Passengers on the same account had a payment go to the wrong passenger. (i.e. Dad paid $400 to himself when he meant to make the payment for his son, Josh.)

b. Passengers on the same account want to adjust the amount paid by each person. (i.e. Mom has paid $500 to her account and her daughter Susie has only paid $100. By the 1st of next month, each account needs to have paid $250. So, Mom wants to transfer $150 from her account to Susie's account.)

2.  A passenger cancels and wants to transfer any refundable money to another passenger.

Transferring Funds Between Passengers Using Manual Refund and Payment:

Click 'Passengers' on the left side of the trip dashboard. Or you can search for a passenger with the search bar on top of the screen.

Select the passenger you want to transfer money from:

Then click on 'Refund' to begin a manual refund:

On the next page, work from top to bottom. First, select the passenger on this account that you want the money to transfer from by clicking their name from the PASSENGER dropdown menu. Next, select which charge you'd like to refund from the 'CHARGE TO REFUND dropdown menu.

Work through the rest:

1. Select Manual Refund
2. Indicate the amount of money you want to transfer (can not be more than the amount you indicated in the CHARGE TO REFUND dropdown.)
3. List a reference number for the transaction if you have one
4. Type "Transfer to (name of passenger who will receive the funds)"
5. Click 'Issue Refund'

Next, go back to the passengers page and click on the passenger who will receive the funds.

Create a payment to the passenger who is receiving the funds.

1. Indicate the amount transferred from the previous passenger
2. Indicate this is a manual payment
3. Type "Transfer from (Name of passenger who will is transferring the funds)"

What If A Passenger Cancels And Wants Their Funds Transferred?:

Click on the passenger you need to cancel.

Click Cancel.

Review the refund that is due to the passenger including details about non-refundable amounts and whether or not the passenger purchased trip protection.

Work through the rest: 

1. Indicate this will be a manual refund
2. Type "Transfer to (name of passenger who will receive the funds)"
3. Check to confirm
4. Click Cancel to complete cancelation of this passenger and continue to the next step of transferring funds.

Click on the passenger who will be receiving the funds.

Click on 'Payment'.

Work through the rest: 

1. Check 'Custom Amount'
2. Enter the amount to be transferred
3. Select Manual
4. Type '"Transfer from (name of the passenger who transferred the funds)"

You've successfully canceled a passenger and transferred their funds to another passenger!

A Note On Canceled Passengers With A Non-Refundable Balance: 

If you've completed the process of canceling a passenger and transferring their funds to an active passenger, but found that the canceled passenger is still carrying a non-refundable balance, please remember to create a balance adjustment to zero out that passenger's account so that they are no longer carrying a balance. This also applies if you're transferring funds from a passenger that is already fully canceled if the canceled passenger is carrying a non-refundable balance. 

Please contact us at help@groupcollect.com if there are any questions about this process whatsoever!