How do I transfer a payment or charge to another guest, room or company?
Short answer
Use the Room / Guest tab of Take payment to settle one folio from another in-house folio, or the Sales & Channels tab to bill a company. There is no one-click "move this charge" button.
Steps
Another in-house guest or room pays
- Open the folio that owes money.
- In the section Take payment choose the tab Room / Guest.
- Choose the paying guest in Room Name / Guest, type the Amount, click Add Payment, then Save.
- The payment is recorded as a transfer to the selected in-house folio. Check both balances afterwards.
A company or agent pays later (direct bill)
- Choose the tab Sales & Channels, select the partner, type the Amount, Add Payment, Save.
- Invoice the partner later (business source invoice).
Move one charge between folios: delete the charge from the first folio (Delete icon, privilege needed) and add it on the second (add charge). For splitting one folio into two invoices use split bill.
Check the result
Balance Due is zero on the first folio; the partner's credit balance rises for a direct bill.
Common problems
- Please select a Guest. / Please select Sales & Channels. Pick one first.
- Payment exist with Sales & Channel X... Remove Sales & Channel payment to change Sales & Channel.
- Undo is refused when a payment transfer entry exists (undo check-in).
- Messages: Reservation messages (files 07a-07k).