Transfer Postings (Charges and Payments) Between Bookings
Posted by Jeff Tweddale on 24 Oct 2008 09:10 AM

To transfer a transaction to a folio in another Guest Booking, there must be a transaction created in the original folio AND a corresponding transaction created in the new folio.

For better record keeping, we recommend  creating a Receipt Type called Transfer Payment. To set up a new Receipt Type, go to SETUP | PARAMETERS | RECEIPT TYPES. see Receipt Types

All of the transactions using this Receipt Type will be grouped together on your reports.

By using Transfer Payment in both transactions, there will be corresponding negative and positive transactions in the same Payment Type. These two amounts balance each other out and you have effectively moved a payment between bookings.

For step by step instructions see the online manual. Transfer Payments Between Bookings

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