Keeping a customer deposit or overpayment for future stays
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1. | Bring up the Reservation Transactions for the reservation in question (e.g. New/Edit Transactions).
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2. | If necessary, clear out or credit back any charges that the customer doesn't owe, so you have the proper credit (negative) balance due.
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3. | Click "Transfer Dep." (or "Transfer Pmt")
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4. | It will show the "From" portion at the top with the current reservation information. Leave this as it is.
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5. | Click "Find Customer" and locate the correct customer record, select it and click "Use" (it will automatically search with the last name to help you out, if you have a recent version of the program).
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6. | The customer name will be filled in, and also the presumed amount to transfer will be shown. (If the amount is not correct, there may be some charge or Dep Applied transactions still present that are keeping it from being available, or else you need to select the other kind of transfer in step 3.)
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7. | Change the amount and/or description if desired, then click "Save".
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8. | A warning will indicate that it's going to the customer, which in this case is OK, so click "Yes".
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