A payment may need to be moved to another invoice for the same client. This could be needed when a client makes a booking for more than one room, pays for all the bookings, and requires individual invoices for each booking.
This tutorial will guide you through moving payments to individual invoice accounts in order to provide separate invoices for each booking.
Navigate to the Account Info section of the booking
Click on the 'View Account' button within the Account panel.
The Account Summary will display.
Move the payment
Moving both the payment and payment correction transactions to an different account for the same client allows you to provide your guest with a cleaner invoice - without any unwanted transactions.
Be sure to note the Booking ID(s) (BKID) of the booking(s) that each payment should be moved to as well as the Account ID of the invoice account where this payment needs to be moved to.
You will use the Booking ID to select the correct account to move the payment(s) to. You can search for a booking by following these steps to help you check.
While still on the Account Summary screen, click on the payment transaction you would like to move.
A pop-up will appear asking what you would like to do with this item.
Click 'Move to a different account with the same client':
A pop-up will appear with the list of accounts for that client with the account ID for the invoice account as well as the booking ID for the payment to be moved to.
Confirm your choice
A pop-up will appear asking 'Are you sure you want to move this item to a different account but same client'?
Click 'Yes':
You will return to the Account Summary screen of the account you moved the payment to.
Remember: This is the Booking ID and Account ID you made note of previously.
If the payment amount settles the account you have moved it to (pays it in full), you will be asked whether you want to generate a final (tax) invoice for the account. Select 'Yes' or 'No' accordingly.
Once you have made your choice, the payment will display on account it was moved to.
Be sure to to click 'Save' on the Account Summary screen and the Booking Details.
