The Challenge

Many organizers prefer running separate shows for each week of a tour, rather than creating one large multi-week show. This approach offers more flexibility in show management, but it creates a challenge: how do you efficiently transfer outstanding account balances from one show to the next?

Previously, handling these transfers meant manual work—creating payments in both shows, closing invoices, and ensuring everything balanced correctly. For multiple accounts, this was time-consuming and error-prone.

Introducing Balance Transfer

We've added a new Balance Transfer feature that makes it easy to move account balances between shows with just a few clicks.

Where to find it:
- From your people lists (receivable, payable, or non-closed accounts) - use the transfer button in the toolbar
- From an individual person's economy page - click the balance transfer button next to Activities

Key Features

✨ Intelligent auto-matching - The system automatically matches people between shows using FEI ID, VAT number, or name matching. Just confirm the match and transfer.

✨ One-click person creation - If someone doesn't exist in the destination show yet, create their account instantly with all details copied over (contact info, bank details, tax settings, and more).

✨ Flexible operations - Transfer a single person's balance or process multiple accounts at once. Each person is handled independently.

✨ Optional email notifications - Send an automatic email with the invoice attached, informing the account holder that their balance has been transferred to the next show.

✨ Full undo capability - Made a mistake? Undo any transfer with one click. It reverses all payments, reopens the invoice, and lets you try again.

✨ Safe and automatic - The feature automatically closes invoices after transfer to prevent duplicate processing, creates balanced payments in both shows, and maintains a complete audit trail.

How It Works

1. Select your destination show - Choose which upcoming show you want to transfer balances to
2. Match people - The system auto-matches people between shows. If someone isn't found, you can search manually or create a new account with one click
3. Add notes (optional) - Include economy notes for internal tracking if needed
4. Transfer - Click transfer to process. Optionally send an email notification with the invoice
5. Undo if needed - If you need to reverse a transfer, just click the Undo button

The Benefits

This feature saves significant time when managing competition series with separate shows. The intelligent auto-matching reduces errors, while the undo feature gives you peace of mind. Whether you're transferring one account or dozens, the process is now quick, safe, and straightforward.

Try it out in your next show series!