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To automatically transfer a transaction to another folio, there must be = more than one folio set up. Click on = Add New Folio to set up a new folio. Both charges and payments can be t= ransferred between folios.
The folios set up will be accessible through the "Choose Folio" drop-dow= n list in the Folio Tab.Click on the folio to see the transactions in that = foilo. .
Note: The Folio Balance in the Booking Header reflects the total balance= of all folios.
To Transfer a transaction to a folio in a different guest booking, see <= a href=3D"/display/MYPMS/Transfer+Payments+Between+Bookings">Transfer Payme= nts Between Bookings
To manage Group Folio Transactions, see Group Folio | Transfer Deposits and Group Folios | Trans= fer Charges
Step 1: Choose the Folio to transfer items from
Clic=
k to enlarge image
Step 2: Choose Transaction and Folio
Then, choose the Folio to Transfer items TO= in the Transfer checked items to drop-down list. Thi= s will automatically transfer the item. Any taxes or service charges associ= ated with that line item will also automatically be transferred to the sele= cted folio.
Click to enlarge image
Step 3: Confirm transfer
Primary Folio after charge is transferr= ed. The Balance is now a Credit (negative number) as only a paymen= t is applied to the Primary Folio.
Click to enlarge image
Spa Treatments Folio after charge is tr= ansferred. Notice Folio Bal: of $25.00 in the Booking Header. This= reflects the Balance due for the total folios for the Guest. Notice Folio = Bal: of $25.00 in the Booking Header. This reflects the Balance due for the= total folios for the Guest.