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Transfer a Charge to a Folio in the Same Reservation .ng

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This article covers how to transfer charges to a Folio in the Same Reservation.

Select In House tile on the Dashboard.

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Dashboard - In House Tile

A page of In House listings loads.

Select the reservation that you wish to transfer charges

Screen Shot 2024-03-22 at 9.13.55 AM.png

In House Listings Page

The reservation details page loads.

Select the Folio tab

On the Folio tab, select the box in front of the charge item to be transferred.

Select Transfer.

Screen Shot 2024-03-22 at 9.16.22 AM.png

Reservation Details Page - Folio Tab

The Transfer Charges popup activates.

Confirm selection of the charge to be transferred and Select Next to continue.

Screen Shot 2024-03-22 at 9.20.55 AM.png

Transfer Charges Popup

The Transfer Charge popup activates.

Select Folio to transfer the charge

Note - there must be more than 1 folio on the current reservation to perform the task. The folio button will not be active otherwise

Screenshot 2024-10-03 at 9.09.42 PM.png

Details of the available Folios are shown.

Select the appropriate Folio to transfer the charge to and then select Confirm.

Screen Shot 2024-03-25 at 10.24.40 AM.png

The Transfer Charges popup closes and the Folio screen opens

The charge is now moved to the selected folio in the reservation

Hover over the blue arrow symbol and a detail of transfer information will be revealed

Screenshot 2024-10-03 at 9.16.13 PM.png

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