If the sales batch for this transaction is posted, you will not see the ‘Edit Invoice In POS’ button to reopen the ticket, when you look at the transaction details.
Instead, By selecting ‘Settle Folio’ you can now adjust the Remaining Balance - in this case to $97.
Just highlight $833.90 and then type in the amount you need to be transferred.
Then select Cash/Credit/Member Charge/Other to launch POS like you would when settling a credit card.
Again, select Close Ticket to access the Room Folio settlement type.
Selecting Room Folio will show you a list of active folios that you can transfer this amount from one folio to a new one.
Now we see a credit of $97 on the original folio and a charge of $97 on the other person’s folio.
To clarify the transaction on the folio, you may want to open the transaction details and change the description to reflect the transfer.
It will be up to the Club to determine if they want to leave the two transactions on the folio to show the charge and the credit, or move them to a different folio to clean up the one they will present the occupant. View the differences below.
With Charge & Credit listed.
Clean Copy for Occupant
Please Note: Folio without the charge and credit were moved to the Master Folio to clean up this folio.
Users will want to rename the transferred amount to again clarify the charge on the folio.
See the transferred amount Member here. Now labeled “Golf Shop from 8/13”.