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

# Transfer a student to another group

> Move a student from one group to another, and see what happens to their invoices, wallet and teachers' pay.

Transfer a student when they're moving to another group, for example because the time didn't suit them or their level changed. Cohort ends their place in the old group, starts a new one in the new group, and settles their billing in one go.

By default, owners and admins can transfer a student.

> [!NOTE]
>
> Don't see this page or button? Your role doesn't include it. Ask your center's owner or an admin to give you the role you need. See [I can't see a menu item or button](https://help.cohort.uz/en/troubleshooting/cant-see-a-menu-item-or-button.md).

## Before you start

* The student's enrollment must be **Active**. A suspended student can't be transferred. See [suspend, drop or reactivate an enrollment](https://help.cohort.uz/en/admin/groups/suspend-drop-or-reactivate-an-enrollment.md).
* The new group must be **Planned** or **Active**, and have a free seat.
* If the student's invoice for the current period is still a **Draft**, [issue it](https://help.cohort.uz/en/admin/invoices/issue-an-invoice.md) first.

## Steps

**1. Open the student's row**

In the sidebar, select **Groups**, select the student's current group, then on the **Students** tab, select the ⋯ button next to the student.

You can also start from the student's page: on the **Enrollments** tab, select the ⋯ button next to the group.

**2. Choose the new group**

Select **Transfer to another group**, then select the **New group**. You can search by group or course. Groups the student is already in are marked **Already in this group** and can't be selected. The new group can be in another branch.

**3. Set the transfer date**

The **Transfer date** is the student's first day in the new group. Their last day in the old group is the day before.

The date can be today or earlier, but not in the future. It must be after the day the student enrolled, and no earlier than the start of the current billing period.

**4. Add a reason**

Optionally, enter a reason in **Reason (optional)**. It's shown on the credit note.

Select **Next**.

**5. Review the transfer**

Cohort shows exactly what will happen before anything is saved:

* **Groups & dates**: the student's last day in the old group and first day in the new one, free seats and any schedule clashes
* **Billing**: the credit for the old group, the new group's invoice, and how much is due now
* **Teacher payroll**: how the teachers' pay changes, if they're paid a share of tuition

If the new group's classes overlap with another group the student is in, tick the box to confirm the student can attend only one of the overlapping classes.

If Cohort says the transfer can't go through, the reason is listed below. Select **Back** to choose another group or date.

**6. Confirm**

Select **Confirm transfer**. Cohort shows what it recorded, with **Open invoice** next to each new invoice and **Open the new group**.

> [!WARNING]
>
> A transfer moves money between invoices and the student's wallet, and there's no undo. Check the **Billing** section carefully before you confirm.

## What happens after a transfer

* *Enrollments.* The old enrollment's status becomes **Transferred**. The student has a new **Active** enrollment in the new group, starting on the transfer date.
* *Billing.* The student pays the old group's price up to the day before the transfer date, and the new group's price from it:
  * The unused part of the old group's invoice is credited with a credit note. Money the student already paid beyond that goes to their [wallet](https://help.cohort.uz/en/admin/students/student-wallet.md).
  * A new invoice for the new group is issued straight away, for the rest of the same period. If your center's billing policy applies wallet credit automatically, the wallet pays what it can.
  * If your center bills after classes instead of in advance, nothing is billed at transfer time. Both groups are billed as usual.
* *Debt.* Unpaid invoices from the old group stay open, with their reminders and late fees.
* *Discounts.* Standing discounts don't move to the new group. The review lists them so you can [give them again](https://help.cohort.uz/en/admin/students/standing-discount.md) on the new enrollment.
* *Attendance and marks* stay with the old group.

> [!NOTE]
>
> A transfer is refused if it would change a teacher's payroll for a month that's already finalized or paid. Choose a later transfer date, or reopen that month's payroll first.

## What's next

* [Give a standing discount](https://help.cohort.uz/en/admin/students/standing-discount.md)
* [Student profile](https://help.cohort.uz/en/admin/students/student-profile.md)


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