This tutorial will explain how to move a booking to an existing account for the same client. You may need to do this if a client (e.g. a travel agent) needs a specific booking to be on the same account so that both bookings can be settled on the same invoice, or if a booking is on the wrong invoice account.
Open the booking you would like to move.
On the Calendar, click on the booking to open the Booking Details.
Click 'View Account'
Under the heading 'Account' ,click 'View Account' to open the Account Summary.
Note that for this scenario, the same client may have more than one account
Click on the booking (the accommodation charge) that you would like to move
At the top of the Account Summary , you will see the account ID for the invoice account. Click on the booking that you would like to move under the "Items on this account" section.
When you hover your mouse over the booking you would like to move to a new invoice account, a new pop-window will display saying "Click to move this item to a different account." Click on the booking ID to move the booking to a new invoice account.
Move the charge to a different account for the same client
Click on 'Move to different account with the same client' to select another account.
If the account you're looking for is not listed, it's either closed/invoiced or the account is listed under a different client.
Select the account from the list
Click the invoice Account ID that you would like to move the booking to.
Check that the booking has moved to the desired account
- Check that the booking has moved to the new invoice account ID.
- Click 'Save'
Save your booking details
Once you save the account summary, you will notice the booking summary screen shows again. Save the booking details.
