Transferring Charges from Folio to Folio
Before you follow the instruction below, make sure you note down the folio number you wish to send the charges to.
Pull up the folio from which you want to transfer all charges and click on the blue link Transfers Sent, on the right hand column:
Another panel will pop-up, and you will see a breakdown of all charges by night. Note that the column Amount will list the charges without taxes, while the column Total Amount will list the same charges with the total amount of taxes.
Using the check-boxes on the left hand side of each charge, select the ones you wish to transfer:
Insert the folio number where you want those charges to be sent and click on the blue button Transfer:
Once the Transfers have been sent out, you can undo your action by clicking on the red buttons Undo:
If you now go back to the folio screen, you will see that the sum you chose to transfer will appear next to the link Transfer Sent:
Similarly, the folio that has received the charges will have the corresponding amount appearing next to the link Transfers Received:
Transferring Charges from Folio to a Profile
You will be able to send charges from a folio to a Profile invoice. Before you follow the instructions below, make sure that the Profile you want to send charges to has at least one invoice created; if it does not, you will need to create one. You can follow the instructions here. To do so, follow the instructions on the Profile section of this manual. It is also recommendable having the Profile ID number handy, in order to avoid confusion in case there are multiple profiles with the same name.
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 Uninvoiced, 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 the answer to the following questions:
What does Transfers sent mean?
What does Transfers Received mean?
Can I transfer payments?
How do I transfer charges?
Can I transfer charges?
How do I transfer charges to another folio?
Can I transfer charges to another folio?
Where can I transfer charges?
Can I transfer payments to a different folio?
How do I transfer a payment to a different folio?
How can I transfer the charges of one folio to another?
How do I transfer charges to an invoice?