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Transfer credit from a guest account to a reservation

This article will guide you through the process of transferring a credit amount from a Guest Account to a Reservation Account.

 

Overview

Each Guest Profile includes a unique Guest Account. The To Guest Account feature allows you to move a payment or charge from the reservation account to the guest’s individual account.

This is commonly used for Deposit payments that are non-refundable but can be applied to a future stay. It can also be used to hold unpaid charges that you intend to recover at a later date.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

⚠ Important: A credit Balance Transfer could include several receipt types, such as Cash, Credit Card, or Credit Note. Regardless of the original receipt type, all credit Balance Transfers are processed as a Journal refund on the From account and a Journal receipt on the To account. Because Journal receipts do not represent actual funds, they cannot be refunded as Cash, Credit Card, or any other monetary method.

 

Guide

Open the Reservation in RMS.

  1. Click on Guest Account.
    RMS Reservation screen showing the Guest Account button highlighted to open the guest’s individual account from the reservation.
     
  2. Select the 'Account' button.
    RMS Guest Account window with the Account button selected to display options such as Transfer, Receipt, and other account actions.
     
  3. Select 'Transfer'.
  4. Select 'Balance Transfer'.
    RMS Transfer options dialog from the Guest Account showing Transfer selected and the Balance Transfer option chosen to move funds between accounts.
     
  5. Select the required Destination Account.
  6. Enter the Amount to Transfer.
  7. Select the Account to Transfer To.
  8. Select 'Transfer'.
    RMS Balance Transfer window displaying fields for Destination Account, Amount to Transfer, and Account to Transfer To, all completed, with the Transfer button highlighted to process the movement from the Guest Account to the Reservation Account.
     
  9. Select Yes to 'Confirm'.
    RMS confirmation dialog asking to confirm the balance transfer, with the Yes button selected to proceed.

 

More Information

The Guest Account will display a Credit Refund, referencing the Destination Account Number.

RMS Guest Account transaction list showing a Credit Refund entry with a reference to the destination reservation account number, indicating the credit has been moved out of the guest account.

 

The Reservation Account will display a Credit Transfer Receipt, referencing the origin Account Number.

RMS Reservation Account transaction list showing a Credit Transfer Receipt entry with a reference to the originating guest account number, confirming the credit has been received on the reservation.


 

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