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


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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.


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Reservation Details Page - Folio Tab


The Transfer Charges popup activates.

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


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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

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Details of the available Folios are shown.

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


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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

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