A line-item (which could be a booking charge, extras charge or a payment transaction) may need to be moved from one account to another.
This feature is useful when needing to bill the correct line items to the correct client, such as in situations when an agent is settling for certain transactions only, while the guest pays for extras, or simply when a guest whats certain transactions to be invoiced separately.
Open the booking you need to move
Click on the booking in your calendar to open the Booking Details.
- Click 'View Account' on the booking details screen.
Move the booking
On the Account Summary screen, under the heading 'Items on this account', find the line-item you would like to move.
In this example, we will be moving the booking (accommodation) charge 'BkID 247' to its own invoice account. |
Note the current Account ID is 167.
- Click on the line-item you want to move.
Click on the 'Move it to a new account' button
A confirmation pop-up will appear.
- Confirm your action by clicking 'Yes'.
Save your changes
The line-item will now appear in a new account with its own account ID.
Note the new Account ID assigned is 273, but the 'Invoice To' details remained the same.
This client now has two separate accounts.
- Click 'Save' at the bottom of the Account Summary.
Save the Booking Details
