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

📆 Revision Date:

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.
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The In House listings page will load.

Select the reservation from which the payment(s) need to be transferred.
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The Reservation Details page opens, displaying the Guest tab by default.

  • Select the Folio tab.


A charge can be transferred in 2 ways:
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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.
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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.
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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
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Choose the target folio in the same reservation and click Confirm.

You will be notified by message as “ Success - Payments transferred successfully”
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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.
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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.
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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.
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