Transferring Invoice Charges
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Transfer individual charges from an invoice in one AR account to a new invoice in a different AR account.
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Transfer individual charges from an invoice in one AR account to an existing invoice in a different AR account.
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Transfer charges from an invoice in one AR account to a new invoice in a new AR account.
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You cannot transfer charges from an invoice if that invoice was previously transferred from one AR account to another AR account.
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Transferred postings are flagged on the source invoice so you cannot edit these transactions.
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The Transfer Charges feature is available only for invoices associated with reservations that are checked out.
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If an automatic statement number was assigned to an invoice (available when the Accounts Receivable > Statement Numbers parameter is active), you cannot transfer the charges on that invoice. You must first unlink the statement number from the invoice.
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You cannot transfer payments.
Transferring Charges
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On the Manage Invoice Details screen, select the charges you want to transfer.
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Click the vertical ellipsis and select Transfer Charges.
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On the Transfer Charges screen, select a Transfer Scope.
To transfer to a different invoice in the current account:
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Select to transfer the charges to a different invoice in the current AR account.
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Search and select the invoice from the list and click Select Invoice.
To transfer to a different invoice in a different account:-
Select to transfer the charges to a different AR account and invoice.
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Enter the account number or search for the AR Account.
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Enter or search the invoice number to receive the transferred charges.
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- Click Transfer Postings.