Sometimes you may want to move a payment from one booking to another. For example, when a booking is cancelled and you agree with the guest that the amount already paid will be applied to a new booking.
To keep your administration clear and organized, you can create a separate manual payment method, for example Internal transfer.
Create a payment method for internal transfers
Open the Unlinked payment methods tab.
Click Add next to an available payment method, for example Direct transfer.
Enter a description, for example 'Internal transfer', and complete the remaining fields as desired.
Click Save changes.
The payment method is now available for processing internal transfers between bookings.
If required, create a separate ledger account for these transactions as well. See our article Ledger accounts for instructions.
Process an internal transfer
Once the payment method has been created, you can transfer the payment between two bookings.
On the original booking: add a refund through the transactions for the amount you want to transfer and select Internal transfer as the payment method.
On the new booking: add a transaction for the same amount and again select Internal transfer as the payment method.
This moves the payment administratively from one booking to another without actually refunding or receiving any money.
Would you like to learn more about adding transactions to a booking? Read our article Managing transactions within a reservation.