---
title: "Migrating a User Credit"
slug: "transferring-a-user-credit"
description: "Learn how to transfer user account credit from a previous system into Recreation Management using a custom payment type and POS item, with step-by-step instructions to ensure accurate setup."
updated: 2026-04-03T00:17:57Z
published: 2026-04-03T00:17:57Z
canonical: "www.civicplus.help/transferring-a-user-credit"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.civicplus.help/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrating a User Credit

This article outlines the method of transferring your community members' current user credit from your previous system into Recreation Management.

> [!NOTE]
> Important Note:
> 
> To avoid any accounting discrepancies, transferring account credit should be done before taking any real payments.

## Instructions

1. [Create an account for the renter](/recreation-management/docs/create-and-edit-an-account)

> [!WARNING]
> **Note**:
> 
> If you purchased a User Import, make sure the import is completed before beginning to transfer user credit accounts. If you have purchased a User Import, skip to step 2.
2. [Create "Paid in Old System" Payment Type](/recreation-management/docs/create-a-payment-type)
3. [Set Up User Credit as a Point Of Sale (POS) item](/recreation-management/docs/set-up-user-credit-as-a-pos-item)
4. Apply User Credit to the community member’s account from the Catalog
  1. Navigate to the **Catalog**: ![Navigation menu Highlighting the Catalog Tab](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Navigation%20Menu%20Catalog%20Tab%20-%20RM.png?sv=2026-02-06&spr=https&st=2026-10-29T09%3A10%3A30Z&se=2026-10-29T10%3A10%3A30Z&sr=c&sp=r&sig=hYoaXecrXS7aOk%2FBMaZ5qk23v3DnKS48ihk%2Frzu75TQ%3D)
  2. Search for and select the **renter's account**: ![Catalog Account Search bar highlighting an account search and selection.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Catalog_User_Search-RM.png?sv=2026-02-06&spr=https&st=2026-10-29T09%3A10%3A30Z&se=2026-10-29T10%3A10%3A30Z&sr=c&sp=r&sig=hYoaXecrXS7aOk%2FBMaZ5qk23v3DnKS48ihk%2Frzu75TQ%3D)
  3. Select the **Point of Sale** tab: ![POS tab highlighted on the catalog screen.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Catalog_POS_Tab-RM.png?sv=2026-02-06&spr=https&st=2026-10-29T09%3A10%3A30Z&se=2026-10-29T10%3A10%3A30Z&sr=c&sp=r&sig=hYoaXecrXS7aOk%2FBMaZ5qk23v3DnKS48ihk%2Frzu75TQ%3D)
  4. Select the **User Credit** button: ![User Credit selection on POS tab screen.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Catalog_User_Credit-RM.png?sv=2026-02-06&spr=https&st=2026-10-29T09%3A10%3A30Z&se=2026-10-29T10%3A10%3A30Z&sr=c&sp=r&sig=hYoaXecrXS7aOk%2FBMaZ5qk23v3DnKS48ihk%2Frzu75TQ%3D)
  5. Select the Cart icon in the top right corner: ![Cart button highlighted on the Catalog screen.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Catalog_Cart_Button-RM.png?sv=2026-02-06&spr=https&st=2026-10-29T09%3A10%3A30Z&se=2026-10-29T10%3A10%3A30Z&sr=c&sp=r&sig=hYoaXecrXS7aOk%2FBMaZ5qk23v3DnKS48ihk%2Frzu75TQ%3D)
  6. Click the **Checkout** button: ![checkout button highlighted in the expanded cart menu.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Catalog_Cart_Checkout_Buttong-RM.png?sv=2026-02-06&spr=https&st=2026-10-29T09%3A10%3A30Z&se=2026-10-29T10%3A10%3A30Z&sr=c&sp=r&sig=hYoaXecrXS7aOk%2FBMaZ5qk23v3DnKS48ihk%2Frzu75TQ%3D)
  7. In the Payment screen, edit the amount of User Credit you are transferring to the community member's account: ![Payment options for a gift card including price, date, and apply button.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Payment_Amount_Adjustment_Dropdown_Menu-RM.png?sv=2026-02-06&spr=https&st=2026-10-29T09%3A10%3A30Z&se=2026-10-29T10%3A10%3A30Z&sr=c&sp=r&sig=hYoaXecrXS7aOk%2FBMaZ5qk23v3DnKS48ihk%2Frzu75TQ%3D)
  8. In the **Add payment** menu, click **+ Paid in Previous System**: ![Add payment options with the Paid in Previous System option highlighted.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Catalog_Checkout_Paid_In_Previous_System_Button-RM.png?sv=2026-02-06&spr=https&st=2026-10-29T09%3A10%3A30Z&se=2026-10-29T10%3A10%3A30Z&sr=c&sp=r&sig=hYoaXecrXS7aOk%2FBMaZ5qk23v3DnKS48ihk%2Frzu75TQ%3D)
  9. Click **Add Paid in Previous System Payment** ![Form fields for payment details with a highlighted button to add previous payments.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Add_Paid_in_Previous_System_Checkout_Button-RM.png?sv=2026-02-06&spr=https&st=2026-10-29T09%3A10%3A30Z&se=2026-10-29T10%3A10%3A30Z&sr=c&sp=r&sig=hYoaXecrXS7aOk%2FBMaZ5qk23v3DnKS48ihk%2Frzu75TQ%3D)
  10. Click Complete Transaction ![Complete Transaction button highlighted on payment screen.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Complete_Transaction_Button-RM.png?sv=2026-02-06&spr=https&st=2026-10-29T09%3A10%3A30Z&se=2026-10-29T10%3A10%3A30Z&sr=c&sp=r&sig=hYoaXecrXS7aOk%2FBMaZ5qk23v3DnKS48ihk%2Frzu75TQ%3D)
  11. Review the Receipt
5. [View user Credit for an Account](/recreation-management/docs/view-user-credit-for-an-account)