Transferring charges from individual or group folios to a Profile enables you to keep track of credits/debts of each hotel partner associated with the Profile. This operation is a two-step process.
Access the Invoice panel in the folio you wish to transfer the charges from:
Expand the Transactions drop down menu to visualize the charges in the folio, and then click on the button Transfer Transactions :
Click on the three dots button next to the tag Transfer to Profile. A search field will come up, enter the profile id number or the name of the profile you want to send the charges to. Search results will immediately appear underneath the search box: click on the suggestion as shown below:
Once the profile is selected, the system will automatically list all invoices that have been created for that profile. Select the right invoice, then select the charges you wish to transfer and click on the small arrow button to initiate the transfer:
A successful message will come up on the top of the screen in green and the transactions list will show a $0 under column Un-invoiced, for those transferred charges:
If you now go back to the profile you will see transferred charges listed under the selected invoice:
FAQs - this article provides answers to the following questions:
Can I transfer charges from a profile to a folio?
Where can I transfer charges to profiles?
How do I transfer charges from folio to profile?
Can I transfer charges from folio to profile?
Can I transfer reservation charges to profile?
How can I transfer reservation charges to profile?