Steps to apply Guest Credit to a reservation account from the Receipt screen.

Overview

Credit may appear in a Guest Account through a Balance Transfer, direct Receipt, or Transfer on Departure.

Users can choose to transfer either the full amount or a partial amount from the Guest Account to the reservation.

If the amount entered exceeds the credit amount of the Guest Account, the User will see an error displayed on screen.

In an Enterprise database, the Transfer on Departure feature can apply credit to either the Property account or the Enterprise account. When credited to the Enterprise account, the amount becomes usable across any Property within the Enterprise.

Guide

Open the Reservation in RMS.

1. Click on the required Account.
   
    
2. Select Receipt.
3. Select Create Receipt.
   
    
4. Select Apply.
   
    
5. Enter the Amount to Apply.
6. Select 'Apply\Exit'.
   

More Information

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

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