1. NightsBridge Online Calendar (BridgeIT)

How to move a line item to a new account for the same client

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.
BridgeIT — Mozilla Firefox

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.
BridgeIT — Mozilla Firefox

Click on the 'Move it to a new account' button

BridgeIT — Mozilla Firefox

 

A confirmation pop-up will appear.

  • Confirm your action by clicking 'Yes'.
BridgeIT — Mozilla Firefox

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.
BridgeIT — Mozilla Firefox

Save the Booking Details

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