---
title: How to Transfer an Invoice
description: In this article, you will learn how to transfer an invoice from one client to another inside their client card.
---

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# How to Transfer an Invoice

## In this article, you will learn how to transfer an invoice from one client to another inside their client card.

This can be useful in cases where a payment was logged under the wrong client or a shared account needs to reflect the correct ownership of the invoice.

#### Step 1: Navigate to the Client Card

[Log in to your Pabau account](https://app.pabau.com/dashboard) using your credentials. Use the search bar at the top of the screen to find and open the client profile containing the invoice you want to transfer.

![how to delete a client 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/how%20to%20delete%20a%20client%201.png?width=670&height=264&name=how%20to%20delete%20a%20client%201.png)

#### Step 2: Access the Financials Tab

From the client card, click on **Financials** in the navigation at the top of the card. This section displays all the client’s invoices, payments, quotes, and more.

![How to Transfer an Invoice 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Transfer%20an%20Invoice%201.png?width=606&height=310&name=How%20to%20Transfer%20an%20Invoice%201.png)

#### Step 3: Open the Invoice Editing Page

Locate the invoice you want to transfer and click on its invoice number to open the editing view.  
This will take you to the full invoice details.

![How to Transfer an Invoice 2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Transfer%20an%20Invoice%202.png?width=666&height=216&name=How%20to%20Transfer%20an%20Invoice%202.png)

#### Step 4: Use the Transfer Invoice Option

In the invoice editing view, stay on the **Details** tab and scroll down to the **Transfer invoice** section at the bottom, then click the **Transfer** button.

![How to Transfer an Invoice 3](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Transfer%20an%20Invoice%203.png?width=589&height=282&name=How%20to%20Transfer%20an%20Invoice%203.png)  
Clicking this will open the **"Transfer Invoice"** window, showing a list of clients along with a search bar. If you don’t see the client you’re looking for, type at least three letters in the search bar to filter the list, then select the correct client and click **Transfer**.

![How to Transfer an Invoice 4](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Transfer%20an%20Invoice%204.png?width=339&height=443&name=How%20to%20Transfer%20an%20Invoice%204.png)

#### Step 5: Confirm the Transfer

Once you’ve selected the new client and clicked **Transfer**, the section at the bottom of the invoice will show **"Transfer to \[client name\]"**, with an **Undo** option if you change your mind. The transfer is only applied when you save.

To finalise the transfer, click **Save Changes** at the top right of the page.

![How to Transfer an Invoice 5](https://support.pabau.com/hs-fs/hubfs/Clients%20category/How%20to%20Transfer%20an%20Invoice%205.png?width=455&height=310&name=How%20to%20Transfer%20an%20Invoice%205.png)

Always double-check the destination client before saving. If the invoice contained packages, gift cards, or account balance entries, and payments were made from them, you will need to void those payments manually.

#### **Does a gift voucher move when I transfer the invoice it was sold on?**

Yes. If the invoice you transfer is the one the gift voucher was sold on, the voucher moves with it: once you save, the destination client is recorded as both the voucher's purchaser and the person it was purchased for. Packages sold on the same invoice also move to the destination client.

This only applies to the invoice that *sold* the voucher. If a voucher was used to pay for a different invoice, that payment does not follow the transfer – void it manually, as described above.

**NOTE:** Because the voucher's recipient is also changed to the destination client, check the voucher on the destination client card after the transfer if it was bought as a gift for someone else.

---

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