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" drop-down list in the Folio Tab.
Click on the folio to see the transactions in that foilo.
Note: The Folio Balance in the Booking Header reflects the total balance of all folios.
To Transfer a transaction to a different folio, follow the steps below.
In this section
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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