Transferring Reservation Account Postings
You can transfer charges to another billing window (sub-account) within a reservation account, or transfer charges to/from another reservation account. When the Automatically Transfer Generates with Main OPERA Control is active, tax generates are auto-transferred along with the main charge.
Note:
In multi-property operations, charges cannot be transferred across properties.Transferring Charges using the Transfer Posting action
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From the OPERA Cloud menu, select Front Desk, then select In House.
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Enter search criteria, then click Search.
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Select the reservation from the search results and click I Want To. . . and select Billing.
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On the Manage Billing screen, click the vertical ellipsis Actions menu and then select Transfer Posting.
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On the Transfer Type screen, select either Entire Folio or Partial/Selected Postings.
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If you select Entire Folio, select either To a Room or From Room(s). Enter the guest's room and name.
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If you select Partial/Selected Postings, select To a Folio Window and choose the window, or select either To a Room or From Room(s). If you select the room options, enter the guest room and name.
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Select Next.
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On the Transaction Stop screen, select transactions from the Available row and move them to the Selected row.
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Select Next.
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On the Split Options screen, select one of three options:
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Do not split.
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Split by Amount
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Split by Percentage.
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Enter an amount or percentage if you selected either Split by Amount or Split by Percentage.
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Select Next.
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On the Transfer Confirmation screen, select Transfer to move the posting to either another window on the guest's folio or to another guest's room.
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Transfer Charges using Drag and Drop
A quick way to transfer charges between billing windows (sub accounts) is to use drag and drop functionality. You can also drag and drop transactions to a different reservation account added in Billing.
Click Move Charges to expose the Billing Window / Reservation draw on the right side of Billing.
Note:
This method does not let you split charges when transferring.-
From the OPERA Cloud menu, select Front Desk, then select In House.
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Enter search criteria, then click Search.
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Select the reservation from the search results and click I Want To. . . and select Billing.
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To transfer charges to another billing window:
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Click Windows in the Move Charges draw.
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Select the charges to transfer, then hold down the mouse key and drag the charges into the window number listed in the draw.
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To transfer charges to another reservation account:
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Click Other Reservations in the Move Charges draw.
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Click Add Reservation to search and select a reservation to add to Billing.
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Select the charges to transfer, then hold down the mouse key and drag the charges into the room reservation listed in the draw.
Note:
You can toggle between reservation accounts by selecting one of the rooms reservations listed in the draw.
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Parent topic: Charges Adjustment and Payments