Course Transfer moves eligible Course rights from a Student's existing Course into another Course.
This is not simply changing the Course name. A Transfer can affect:
- Remaining Hours / Remaining Tuition in the original Course;
- Credit Hours or Course Duration in the destination Course;
- an Additional Payment or Refund;
- Service Fees;
- related Invoice and financial records.
Review the full transaction before confirming.
Before transferring
The current product blocks some cases from proceeding directly, including situations where:
- the source Course has an Outstanding Balance;
- a linked multi-Course enrollment still contains unpaid Courses.
Settle the outstanding tuition before attempting the Course Transfer.
Step 1: Transfer Out
Select the Course being transferred out.
Review information such as:
- By Hour / By Term;
- Course Fee;
- Remaining Hours;
- Remaining Tuition;
- Unit Price;
- Remaining Course Duration / Valid Until.
For a By Hour Course, enter:
- Transfer Out Hours;
- Transfer Out Amount;
- or use Transfer All where appropriate.
Current rules state that:
- the Transfer Out Amount cannot exceed the transferable Course amount;
- Transfer Out Hours cannot exceed Paid Hours;
- Complimentary Hours are not part of transferable Paid Hours.
Step 2: Select the Transfer In Course
Select the destination:
- Course;
- Fee Plan;
- Charging Method.
For By Hour, enter the Transfer In Hours.
For By Term, configure the Course Duration / Valid Until.
If a custom duration differs from the Fee Plan's configured duration, Artstep displays a warning for review.
Step 3: Settlement
Artstep summarizes:
- Transfer Out Amount / Hours;
- Transfer In Amount / Hours;
- Complimentary Hours;
- Estimated Amount;
- Service Fees;
- Actual Amount.
Depending on the difference, the settlement can include:
- Additional Payment;
- Refund;
- Credit Account.
Depending on the campus finance configuration, the flow can also require:
- Approver;
- Payment Method;
- Notes.
If the Transfer enters an approval workflow, wait for the approval result before treating it as completed.
Complimentary Hours
Complimentary Hours have a unit price of 0 and are non-transferable.
Do not include Complimentary Hours as transferable Paid Hours.
Scope of this article
This article covers Course Transfer from one Course to another within the same school.
It does not cover moving a Student record, balance or Course rights from one school/institution to another.
Expected result
After completion, Artstep creates the related Transfer Out / Transfer In Course and financial records.
If the Transfer creates an Additional Payment or Refund, complete the corresponding payment or refund workflow.