Step 1: Choose the Folio to transfer items fromthe charge from. In this example, we will transfer charges from the Group Master Folio
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Step 2: Choose Transaction Transactions and Folio
Then, choose the Folio to Transfer items TO in the to Transfer To. In this example, we will transfer Room Rent and Tax for Room 220 to Kim Williams Folio. Put a check mark next to the Folio items to move. Scroll to the bottom of the Folio and choose the folio to transfer to in the "Transfer checked items to" drop-down list. This will automatically transfer the item. Any taxes or service charges associated with that line item will also automatically be transferred to the selected folio. Image RemovedImage Added
Step 3: Confirm transfer Primary Folio after charge is transferred. The Balance is now a Credit (negative number) as only a payment is applied to the Primary Folio. Image Removed Spa Treatments Folio after charge is transferred. Notice Folio Bal: of $25.00 in the Booking Header. This reflects the Balance due for the total folios for the Guest. Notice Folio Bal: of $25.00 in the Booking Header. This reflects the Balance due for the total folios for the Guest. Image Removed |