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.
Open the booking
Click on the 'View Account' button.
On the Account Summary page note that the accommodation charges and payment transactions for all the bookings are on the same account.
These will display in the 'Items on this account' section - You may need to scroll to see all the transactions.
Move the booking/extra
Should you need guidance with moving a booking charge, refer to this tutorial: How to move a booking to a different account for the same client
If the guest name needs to be updated, refer to this tutorial: How to change the guest on a booking
Move the payment
Be sure to note the Booking ID(s) (BKID) of the booking(s) that each payment should be moved to.
You will use the Booking ID to select the correct account to move the payment(s) to.
Return to the account with the payment transactions.
Click on the payment transaction to move it.
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':
Click the correct Booking ID and invoice Account ID for this payment to be moved to.
Remember: This is the Booking ID you made note of previously.
Click 'Yes' on the Confirmation pop-up window that appears.
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.
