Transferring an Amount on a Reservation Folio

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Accounting by Guesty is a premium feature. Please contact us to discuss activating it.

Important:

Set up your Business Models and activate Accounting before using Reservation Folios.

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Step by step:

Tip:

Beta navigation users, please note that the steps below refer to the navigation as seen in the Legacy mode. Read more here about locating menu items in the new navigation.

  1. Sign in to your Guesty account.
  2. From the top menu, click Reservations.
  3. Click the relevant reservation.
  4. Click Balance Due / Payout in the gray banner at the top of the page.
  5. Scroll down to the Folio section and click Add transaction.
  6. Select Folio Transfer.
  7. Fill in the relevant information.
  8. Click Add.

Important:

If a reservation is moved to a new listing with a different owner, before or after check-in, you will need to transfer the accounting folio to the new owner manually. This will not happen automatically.

Tip:

Find the transactions in the Owner Activity report. 

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