Move a payment
For example, a deposit the guest paid belongs on the company folio.
- 1
Choose Move payment
- Who
- Cashier
- Where
- Folio > Move payment
- What changes
- The Move a payment drawer lists the payments of this folio that can move.
- 2
Pick the Payment, the To folio and the Amount
- What changes
- The whole payment, or part of it. The stay's other folios are offered first, then company and city-ledger folios.
- 3
Give the Reason, then Move payment
- Approval
- A manager approves moving a payment (always, in a new hotel).
- What changes
- The payment (or part) now pays the other folio.
Only a received payment can move, to another open folio of the same hotel. A closed, invoiced or city-ledger folio cannot receive or give a payment.
Move or split charges
- 1
Choose Move lines
- Where
- Folio > Move lines
- What changes
- The Move or split lines drawer lists the folio's charges.
- 2
Tick the lines, pick the To folio
- What changes
- Leave Move empty to move a whole line; enter an amount to split it.
- 3
Move lines
- Approval
- Only when the lines land on a no-post stay or take it over its limit.
- What changes
- The lines (or parts) are on the other folio, with their service charge and VAT. Nothing posts to Accounting: charges reach the books on the invoice.
Common questions
"The amount is more than what is left of the payment."
Move at most the amount that is left of the payment.
"The payment is already on this folio: choose another folio."
Pick a different folio to move it to.
"Only received payments can move to another folio."
Pick a payment that was received.
