Set up Charge Transfer at Check-In (Cloud)

Set up Charge Transfer at Check-In (Cloud)


When a single room is covering expenses for other rooms, a method exists to facilitate the transfer of charges between folios. This process avoids the necessity of creating a formal group or waiting until the departure date to perform manual transfers. However, a prerequisite for this procedure is that both the sender's and receiver's folios must be in a checked-in status.
Path: Front Office > Reservations > Open the (Checked-In) source reservation

1. Open the Guest Account from the options on the right side.



2. Select "Transfer" in the Posting dropdown.



3. Input the room number where the charges will be transferred.



4. The process is complete. All charges from the current room will now be transferred to the selected room 114-A.

    • Related Articles

    • Setup Mobile Check-In (MCI) Interval and Cutoff Time (BW) (Cloud)

      Path: Management > Interfaces > All Interfaces > Central Res BW2/Best Western 2 Way. 1. The Mobile Check-In (MCI) Interval: This is how often Visual Matrix will pull down pre-registration surveys from central reservations. You can adjust that ...

    • Transfer a Charge Between Guest's Folios (Cloud) 🎥

      ? Watch Video Transferring charges between folios may be necessary due to billing errors, guest changes, group bookings, different payment methods, guest requests, or special circumstances. It helps maintain billing accuracy and guest satisfaction. ...

    • In House Guests Report (Cloud) 🎥

      ? Watch Video The In-House Guests report summarizes all guests currently at the hotel. It includes three sections: a list of individual in-house guests, details about in-house groups, and if selected, folios of checked-out guests with outstanding ...

    • View Guests Text(s) Request(s) (Cloud)

      This feature goes with the Guest Texting feature. This section displays a comprehensive list of all text messages sent to and received from guests using the guest texting feature. It also provides information about the status of each text message. ...

    • Setup Guest Texting Options (Cloud)

      The orignal setup of texts is explained step by step by the Visual Matrix Partner Experience team when activating the interface. Path: Management > Interfaces > SMS Communication 1. Allow Guest Texting: this will enable the possibility for clients to ...