There many be times when a payment or deposit needs to be divided 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 below.
For better record keeping we recommend creating a Receipt Type called Transfer Payment. All of the transactions using this Receipt Type will be grouped together on your reports. By using Transfer Payment in both transactions, there will be corresponding negative and positive transactions in the same Payment Type. These two amounts balance each other out and you have effectively moved a payment between bookings.To set up a new Receipt Type, go to SETUP | PARAMETERS | RECEIPT TYPES See Receipt Types By default all charges go to the Group Master Folio so please adjust accordingly prior to adding individual bookings. Choosing the Master equals the 'Group' and choosing the 'Guest' equals the individual Booking Folio. In the below example all Room and Misc related charges are being billed to the Group Master Folio and all Food, Phone and Alcohol related charges are billed directly to the Guest Folio. By default all charges go to the Group Master Folio and individual bookings inherit Group Folio settings at the time of the individual bookings creation. This is important to note because custom folio management must be done prior to making individual bookings if you wish for the folio settings to inherit to all individual bookings. You may also go to individual bookings that are part of the group and manage that bookings settings via Folio Setup at the individual booking level. This allows you the flexibility of changing folio policies for a single booking without effecting the rest of the group. To Transfer Payments and charges between the Group Master and individual guest folios in the Group, follow these steps: |