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There many be times when a payment or deposit needs to be di=
vided up and applied to each of the guest bookings.or charges moved =
to another folio in the Group. To move a Payment from one booking to =
another booking, there must be a transaction created in Group Master Folio =
and a corresponding transaction created in the Guest folio. See example bel=
ow.
For better record keeping we recommend creating a Receipt Ty=
pe called Transfer Payment. All of the transactions using =
this Receipt Type will be grouped together on your reports. By using
To transfer Room Rent or other charges, see
There are several scenarios which may involve the transfer o=
f a payment or credit between Bookings like a deposit made for the Group Bo=
oking which then needs to be applied to several individual bookings.
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Example: Transfer a Payment from the Group Master Folio to Individ=
ual Guest Folios
A Group Booking makes a deposit of $1,000. The payment is applied =
to the Group Master Folio, but needs to be divided and applied to two indiv=
idual bookings in the Group. The Guests will each pay the balance of their =
bookings.
First, go to the Group Master Folio :
Then, choose the Guest Folio to transfer the payment to, =
in the "Choose Folio" drop-down list.
Step 1: Choose Group Master Folio
Step 2: Go to Add Payment
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.
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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.
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.
=