Transfer a Payment to a Folio in the Same Reservation .ng -v2

📆 Revision Date: 15 Dec 2025

To transfer posted payments between folios within the same reservation through selecting a payment, choosing the destination folio, and verifying the transfer in the Folio tab.

Navigate to In-house reservations from front Front Desk Dashboard You can also search for reservations using the options in the left-side menu.
The In House listings page will load. Select the reservation from which the payment(s) need to be transferred.
The Reservation Details page opens, displaying the Guest tab by default. Select the Folio tab. A charge can be transferred in 2 ways: Select a Payment and Transfer Drag and Drop	Note: the folio screen automatically adjusts to the most efficient layout. If a reservation contains multiple folios, the screen defaults to Side-by-Side View. If there is a single folio, the screen will open in Full Detail View.
Select a Payment and Transfer - Select the checkbox next to the payment you want to transfer. Click Transfer to proceed. By this, you can transfer a payment to another Reservation, House Account or Group or within different Folio of same reservation.
When you select the checkbox next to the payment you want to transfer & Click Transfer, a new window Transfer Payments is opened. The entire or desired amount can be transferred from the charge. Select Next to continue.
By this, you can transfer a payment to another Reservation, House Account or Group or within different Folio of same reservation. Example - transfer a payment within the same reservation but different Folio
Choose the target folio in the same reservation and click Confirm. You will be notified by message as “ Success - Payments transferred successfully”
Back on the Folio tab, the transferred payment appears in the selected Folio and are marked with a blue arrow, indicating an transfer. Hover over the blue arrow to view detailed transfer information.
Drag and Drop Click on the four arrow icon highlighted in pink. This is applicable to move payment only within the same reservation in different Folio.
Back on the Folio tab, the transferred payment appears in the selected Folio and are marked with a blue arrow, indicating an transfer. Hover over the blue arrow to view detailed transfer information.