Transfer Balance
Please follow the steps below to transfer balance from an account to another.
1. Select Balance Transfer in the main menu. | 2. On the Balance Transfer page, employee can input the customer information by tapping Cloud Card or searching customer. |
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3. Input customer A by tapping card or searching customer. | 4. Input customer B by tapping card or searching customer. |
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5. Transfer the item from one account to the other one by dragging it into the Deposit Here area. | 6. Transfer all or custom the transfer value. |
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7. If the transfer is successful, there will be a pop-up saying the transfer value, transfer route, and the updated balance. Click Done button to finish the confirmation. | 8. The balance in this page will be updated and the transfer history will show at the right side of the page. |
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9. Click the sign at the right side of transfer history, there will be a pop-up to ask your confirmation on returning the transfer record. | 10. If the balance of the transferred account is insufficient, there will be an insufficient account balance warning. |
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