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Transfer Payments to a Folio in the Same Reservation

📆 Revision Date:

This article covers transferring posted payments to a Folio in the same reservation.

Select the In House tile on the Dashboard.

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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

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Locate the payment that needs to be transferred

Click on the ( i ) icon to move the payment

Screenshot 2024-07-31 at 1.14.40 PM.png

Item details display.

Select the MOVE TO ANOTHER FOLIO IN THIS RESERVATION.

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Select the Folio the payment needs to be transferred/moved to

Select Next.

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The Payment details screen loads

Review the action and select Confirm

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The Folio tab is updated.

The payment is updated in the respective Folio

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