Raymour & Flanigan
Guest Services
Internal · Senior Approval
← Templates
Transfer of Funds Request
Request leadership approval to move a deposit between Sales Orders.
Customer
Customer Name
Customer Number
Available Credit Balance?
Yes
No
Amount of Available Credit
Transfer Details
Amount to be Moved
Original SO Number
SO Closed?
Yes
No
Transfer to SO
Customer Deposit Number
Reason for Transfer
— Select —
Customer changed item selection
Item discontinued / no longer available
Customer requested different configuration
Duplicate order created in error
Delivery reschedule required new SO
Other — see notes
Approval
Requested By
Manager Approved
Additional Notes (opt.)
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Approving Manager
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