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Transfer Folio Items

 

 

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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

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. Both charges and payments can be transferred between folios.

The folios set up will be accessible through the "Choose Folio" drop-down list in the Folio Tab.Click on the folio to see the transactions

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in that foilo. .

Note: The Folio Balance in the Booking Header reflects the total balance of all folios.

To Transfer a transaction to a

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folio in a different guest booking, see Transfer Payments Between Bookings

To manage Group Folio Transactions, see Group Folio | Transfer Deposits and Group Folios | Transfer Charges

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Step 1: Choose the Folio to transfer items from

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Step 2: Choose Transaction and Folio

Then, choose the Folio to Transfer items TO in the Transfer checked items to drop-down list. This will automatically transfer the item. Any taxes or service charges associated with that line item will also automatically be transferred to the selected folio.

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Step 3: Confirm transfer

Primary Folio after charge is transferred. The Balance is now a Credit (negative number) as only a payment is applied to the Primary Folio.

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Spa Treatments Folio after charge is transferred. 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.

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