How to Transfer Payments

Reservation > Payment 

Transferring payments can be used to move payment records between reservations. This is useful for moving payments (credits) from canceled reservations to new reservations. Payment transfers information can be found in the Audit trail of the reservation (located in the right side menu of the reservation).

  • To transfer a payment

    • Check the box next to the payment to be transferred.

    • Click Transfer.

    • Verify this is the correct payment.  Click Next.

    • Search for the reservation to which the payment should be transferred.

      • Filter the search using the drop-down menus. Note the default search is for Current/Future Stays. To search past reservations, change the search in the drop-down menu.

    • Click Select next to the reservation number where the payment should be transferred.

    • Click Transfer. This will take you to the reservation where the payment applies.