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Groups often want to manage charges between the group folio and individual folios. For example, you have a new group for a wedding and the parents of the bride have agreed to pay all the rooming charges for the wedding party, but all other incidentals are to be covered individuallyRoom Rent was initially charged to the Group Master Folio, but now the Guests want to pay charges individually.

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.

To automatically post charges to certain folios in a Group, use the "Charge To" setting before adding the bookings to the Group.This setting is located in the Booking Data tab of the Group Booking and in the Group Booking Wizard. See Charge To - Group Bookings


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There are several scenarios which may involve the transfer of a payment or credit between Bookings like a deposit made on one booking for several rooms.Here is one example:

 Example 1: Transfer a Payment from Booking A to Booking B.

For example, The Group Booking makes a deposit of $1,500. The payment is applied to the Group Master Folio, but needs to be divided and applied to four individual bookings in the Group. The Guests will each pay the balance of their bookings. 

First, go to the Group Folio :

  • Go to the Folio
  • Go to Add Payment.
  • Choose the Transfer Payment in the Payment Type drop down menu.
  • Use the Description to reference Booking B and the transfer.
  • Enter a NEGATIVE PAYMENT in the amount that needs to be transferred. For example, to transfer $250, enter -$250.
  • Click Apply Payment and the transaction will appear in the Folio.
  • The Folio Balance will be $250 ($500-$250)

Then, go to Booking B:

  • Go to the Folio
  • Go to Add Payment.
  • Choose the Transfer Payment in the Payment Type drop down menu.
  • Use the Description to reference Booking A and the transfer.
  • Enter a POSITIVE PAYMENT in the amount that needs to be transferred. For example, to transfer $250, enter $250.
  • Click Apply Payment and the transaction will appear in the Folio.
    • The Folio Balance will now be $250


    To Transfer Payments and charges between Folios, follow these steps:

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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.