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Folio

 

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To 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. Any additional Folios created will be seen in the Choose Folio drop-down list. Click on the folio to see the transactions. Both charges and payments can be transferred between folios. The Folio Bal: in the Booking Header reflects the total balance of all folios. To Transfer a transaction to a different folio, follow the steps below.

 

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Step 1: Choose the Folio to transfer items from

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.

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.


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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