Transferring charges to checked out with balance
Claire, thank you for opening discussion. Your words and description are perfect. Unfortunately this type of billing / transacting is something that comes up from time to time and would be most appreciated if we can find a way to change current limitations. We are putting ourselves at much greater risk for inaccurate billing / revenue / reporting by having to create new bookings / accounts, and transferring balances and settlements from past bookings just in order to collect payment and settle. Happy to answer any questions your team has for our side as needed.
This would be a very helpful process to add to your system. We have gift certificates that we would like to apply and sometimes we don't know about this until after they have checked out. Reinstating the reservation would be helpful if transferring is not possible. Both would be fantastic!!!
This is a necessary function that needs to be worked on. It creates many challenges. Springer Miller has an open bill function that can be limited to certain users. Can we please keep working on this?
2 people like this idea
Currently it is not possible to move transactions from an in house reservation to a checked out reservation. (Obviously we don't want charges moved to checked out reservations accidentally. Unless someone monitors the open guest balances report regularly, this kind of mistake will not be picked up.)
What we are requesting is that if a reservation is checked out with an Open Balance, we should be able to transfer transactions or a payment from another reservation to this account.
Currently the solution is messy, as we need to move the credit and debit from 2 different reservations to a 3rd account or reservation to balance the records, impacting the statistics.