This tutorial will explain how to move a booking and existing account for the same client. You may need to do this if a client (e.g. a travel agent) needs a specific booking to be on the same account so that both bookings can be settled on the same invoice, or if a booking is linked to the wrong account.
Open the specific booking you would like to move.
Click on the "view account"
NOTE: In this scenario, the same client may have more than one account
In the Account Information section - click on view account button.
This will open a new pop-up window. This window is the main account for this booking where the accommodation will be billed to.
It will show all unsettled bookings, extras etc., under this specific account only.
Click on the booking that you would like to move
Click on the booking that you would like to move under the "Items linked to this account" section.
A new pop-window will appear, named "Change the account for item."
At the top, you will see the account ID, This is the item that you're moving.
Click on "move to different account with the same client"
In order to select the account that you would like move you will firstly need to click on " move to different account with the same client" to select the account.
If the account you're looking for is not listed, it's either already closed/invoiced or the account as been listed under another client.
Select the account from the list
Check if both bookings are now on the same account
