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- 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 the $1000, enter $1000.
- Click Apply Payment and the transaction will appear in the Folio.
- The Folio Balance will now be $1000
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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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