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Transfer to Guest

Transfer to Guest makes it easier to move prepaid deposits on a cancelled reservation or leftover credits on a departed reservation to the Guest account for use on a future reservation.

 

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.

✎ 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.

 

Guide

Open the Account in RMS.

  1. Select 'Transfer'.
  2. Choose 'To Guest Account'.
    RMS transfer window showing the ‘To Guest Account’ option selected to move credit from the reservation account to the guest account.
     
  3. Select 'Yes' to confirm.
    Confirmation popup in RMS asking to confirm transfer to the guest account, with the ‘Yes’ button highlighted.

 

Outcome

The Reservation Account will display this transfer as a Credit Transfer Refund, including the destination account number.
Reservation Account in RMS showing the transfer listed as a Credit Transfer Refund, including the destination guest account number.

 

The Guest Account will display the Credit Transfer Receipt with the origin account number.
This credit will remain on the Guest Account until transferred or a corresponding charge is applied.
Guest Account in RMS showing a Credit Transfer Receipt transaction, including the originating reservation account number and available credit balance.

 

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