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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 transferred between folios.

The folios set up will be accessible through the "Choose Folio" Any additional Folios created will be seen in the Choose Folio drop-down list in the Folio Tab.Click on the folio to see the transactions . Both charges and payments can be transferred between foliosin that foilo. .

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

To Transfer a transaction to a folio in a different folio, follow the steps below.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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