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How do I transfer charges from one group member to another?
| Overview |
| Guest Tracker has an undocumented way
of moving charges from one guest's bill to another guest's bill if
they are within the same reservation. This is very useful in group
reservations where each group member has their own bill. |
| Step by
Step |
| 1.) |
Create or visit a
reservation that has more than one person assigned and go to the
Charges tab. In the following
example Don & Clare Benfishin are the primary contacts for the
reservation and Greg & Wyn Lesch have just been added to the
group. This leaves Don & Clare with all of the charges for the
reservation on their bill. 
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| 2.) |
Click on the group
member who has charges on their bill that you want to transfer
to another member's bill.
Then click on View Charges. In this example, we'd click in Don & Clare
Benfishin, since they have all of the charges, and then View Charges. |
| 3.) |
Use the Check Mark technique to highlight
in RED any charges that you want to transfer as shown in the following
graphic. If you're not familiar with the Check Mark technique, simply
move your mouse to the left edge of the yellow screen as shown in
the graphic below. You can then click and highlight multiple items. 
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| 4.) |
Next, put your mouse anywhere on the
yellow screen and do a RIGHT mouse button click to bring up a pop-up
menu with the following options: Select All, Select None, and Transfer
Charges. Click on Transfer Charges with your LEFT mouse button. 
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| 5.) |
This will bring up
the Transfer window which will have a list of all of the remaining
members in the group.
Simply click on the name of the group member you'd like to transfer
the charges to and then click OK. In this example, Greg & Wyn
Lesch is our only option, so we'd click on their name and then click
OK. 
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| 6.) |
You'll notice that the charges are now
gone from the yellow charges screen. Now click OK on the yellow charges
screen. Back at the reservation detail, you'll notice in the Group
Charge Summary that the charges have been transferred to the other
group member's bill as in the following graphic. Now each member
has their own invoice set up and charges can be added individually
to each. 
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