Admins can "move" or reassign transactions to a different year
Scenario 1:
Customer pays for a $450 tuition charge in the 2024-2025 financial school year and the payment should have been for the 2025-2026 school year. The charge was mistakenly put in the wrong year because the customer paid the wrong invoice.
Solution 1:
1) Find the invoice that should have been paid in the 2025-2026 year or, if needed, create a new charge/invoice in the 2025-2026 financial school year for the same amount ($450, in this case). Take note of the invoice number.
2) Edit the transaction payment in the 2024-2025 year.
3) Uncheck the invoice from 2024-2025 and check the desired invoice in 2025-2026. In this example, uncheck Invoice 037 and check Invoice 038.
4) Save the payment. Now the payment will show and be applied in the desired year - 2025-2026. The payment will show before the charge in the transaction list if you had to create a new charge.
Scenario 2:
The admin enters a charge in the 2024-2025 financial school year, the customer pays it and now they both need to be "moved" to 2025-2026.
Solution 2:
Same basic solution as Scenario 1, but in this case follow these steps.
1) Create the charge in the 2025-2026 year.
2) Edit the payment as in Scenario 1 to apply the payment to the new charge from 2025-2026
3) Delete the old charge from the 2024-2025 year.