Transfer a Charge Between Guests' Folios (Cloud) 🎥
🎥 Watch Video
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.
- Secondary items (such as taxes or automatic add-ons) cannot be transferred separately. They will automatically transfer along with their primary charge.
- 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.
- 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:
- Did I open both source and destination folios correctly (room numbers and letters)?
- Did I check the “Detail” box to reveal line items?
- Did I click the arrow icon for the specific item I wish to transfer?
Support May Ask You:
- Which room number and folio letters were involved (source and destination)?
- What line item did you attempt to transfer and why?
- Did you receive any error or was the arrow icon disabled?
- What user account attempted the transfer?
Related Articles
View Transfer Charges Between Guests' Folios (Cloud) 🎥
? Watch Video When charges or payments are transferred from one folio to another, you can use the View XFERS button to see where those items were sent. This feature provides an easy way to review all transactions that originated from the current ...Adjust a Charge in a Guest Folio (Cloud) 🎥
? Watch Video Every so often, a guest folio charge needs to be corrected — maybe a posting was entered incorrectly, or a guest received a special discount after check-in. The Visual Matrix Cloud PMS makes it easy to adjust charges directly in the ...Transfer Guest Charges to a Group Folio (Cloud)
When a guest who belongs to a group reservation has charges posted to their individual folio instead of the group master folio, those charges must be transferred to keep group billing and accounting accurate. This situation often occurs when the ...Transfer Charges From a Group Folio to a Guest Folio (Cloud)
When a charge has been posted to a Group Master Folio that actually belongs to an individual guest, it can be transferred to the guest’s folio without needing to repost it manually. This process ensures that each guest’s folio reflects the correct ...Set Up Folio Charge Transfer between Rooms (Cloud)
Sometimes one room’s folio needs to cover charges for another room—for example, shared services, added incidentals, or when a guest is paying for multiple rooms but doesn’t want a formal group reservation. Visual Matrix lets you transfer folio ...