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Transferring a Deposit Between Guests on the Same Invoice

A deposit was applied to the wrong guest (when multiple guests are listed on one invoice). How can I transfer that payment to the correct person?

  1. Refund from the Incorrect Invoice

    1. Open the invoice with the incorrect deposit or payment.

    2. Click the Refund button.

    3. Enter the amount to transfer.

    4. Select Transfer Payment as the Refund Type. 

    5. Click Issue Refund.

  2. Apply the Payment to the Correct Invoice

    1. Open the invoice that should receive the payment.

    2. Click the Payment button.

    3. Enter the same amount refunded in Step 1.

    4. Select Transfer Payment as the Payment Type.

    5. Click Make Payment at the top.

Notes

  • This process adjusts the invoices without charging the guest again.

  • On reports, the transaction will appear as a transfer between invoices, keeping the financial records accurate.