Transfer Payments to a Folio in the Same Reservation
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This article covers transferring posted payments to a Folio in the same reservation.
Select the In House tile on the Dashboard. | ![]() |
The list of In House reservations loads. Select the reservation from those listed and open the Folio tab Note: be sure to add a folio if there is not one present to move the payment - go here to see that article | ![]() |
Locate the payment that needs to be transferred Click on the ( i ) icon to move the payment | ![]() |
Item details display. Select the MOVE TO ANOTHER FOLIO IN THIS RESERVATION. | ![]() |
Select the Folio the payment needs to be transferred/moved to Select Next. | ![]() |
The Payment details screen loads Review the action and select Confirm | ![]() |
The Folio tab is updated. The payment is updated in the respective Folio | ![]() |