This tutorial will explain how to move a booking and 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 linked to the wrong account.
Open the booking you would like to move.
On the Calendar, click on the booking to open the Booking Details.
Click 'View 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
Click on the booking that you would like to move under the "Items linked to this account" section.
A new pop-window will appear, named "Change the account for item."
At the top, you will see the account ID, This is the item that you're moving.
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
Check that the booking has moved to the desired account
- Check that the booking has moved
- Click 'Save'
