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How to transfer services between reservations

Transfer option is used when charges from one reservation needs to be transferred to another reservation to create a single invoice for charges from one or more reservations

This option can be find within the reservation window.

When this option is enabled, the same rules apply to the selection of transfer services as for creating the invoices, i.e. services can be transferred for all rooms, only for a selected room (1) or more rooms (4), or any additional service (2), and filters can be used to transfer specific group (guest pays option) of services (3)

In the next step, we choose which room and reservation we transfer the services to.

Those services will then be visible in a separate tab Transfers - Outgoing transfers

Note: By clicking on the ID number of the reservation, you can enter the reservation to which the services have been transferred, where they will be displayed as Incoming transfers.

On that reservation, the services that came via transfer will be separately shown in the section for selecting the group of services

Such services will be marked with the corresponding icon when the invoice is created

If the invoice has not been created, and the transfer needs to be canceled, it can be done from any reservation that is part of the transfer, by selecting the trash bin icon.

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