Transfer Charge Between Guest Folios (Cloud) 🎥

Transfer Charge Between Guest Folios (Cloud) 🎥

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When a charge has been posted to the wrong folio—whether due to billing errors, guest changes, or special requests—you can transfer it between guest folios using the Visual Matrix Cloud system. This ensures each guest is responsible for the correct charges and supports accurate accounting.
Path: Front Office > Cashiering > Guest Account

Instructions

Once you’re in Guest Account, you can open two folios at the same time and choose which one appears on the left or right side of the screen. You decide which folio will act as the origin (where the charge is coming from) and which will be the destination (where the charge will be transferred). This flexible view lets you easily compare both folios, select the correct line item, and confirm the transfer once it’s completed.

1. In each folio section, enter the Room # and select the Folio Letter (A, B, C, or D) to display the correct guest folios. Both folios can belong to the same room or to different rooms.


2. Check the Detail box (instead of Summary) to display all individual charges.


3. In the origin folio, locate the line item you want to move and click the arrow icon pointing toward the destination folio. The charge will instantly appear in the destination folio on the opposite side.



Info
  1. Secondary items (such as taxes or automatic add-ons) cannot be transferred separately. They will automatically transfer along with their primary charge.
  2. Both folios must be checked in to allow transfers. If the arrow icon is disabled or grayed out, confirm the folio status and user permissions.
  3. Once the transfer is complete, both folios automatically reset to the Summary view, so you may need to re-select Detail to review individual line items again.

Still need help with this topic?

Ask Yourself:
  1. Did I open both source and destination folios correctly (room numbers and letters)?
  2. Did I check the “Detail” box to reveal line items?
  3. Did I click the arrow icon for the specific item I wish to transfer?
Support May Ask You:
  1. Which room number and folio letters were involved (source and destination)?
  2. What line item did you attempt to transfer and why?
  3. Did you receive any error, or was the arrow icon disabled?
  4. What user account attempted the transfer?
  1. View Transfer Charges Between Guest Folios (Cloud)
  2. Split Charge in Guest Folio (Cloud)
  3. Post Charge or Payment on Guest Folio (Cloud)
  4. Adjust Charge in Guest Folio (Cloud)
  5. FAQ - Front Office / Cashiering/Folios