Operators can transfer a customer's account from one location to another by following the steps below:
- Log in to the location you want to transfer the desired customer from
- Go to the section titled "Customers"
- Click on the username of the desired account
- Go to the section titled "Account"
- Scroll down until you find a section titled "Transfer Account"
- Click "Transfer"
- Select the location you want to transfer the account to
- Click the "Next" button.
- Choose the plan you wish to assign to your customer on the new location
- Choose which location should be charged the transfer fee (if applicable).
- Click "Set new location for [$$]." to confirm and transfer your customer.
The following data will be transfered for your customer:
- Contact information
- Forms and verification documents
- Addresses
- Invoices and billing methods
However, please note that to remain in compliance, the customer will have to complete a new PS Form 1583 with the new mailbox number and location address before they should be allowed to receive any mail through you.