Transferring deposit / payment for amended booking

Make sure you have a written confirmation (via email, preferrably) from the guests regarding these:

1. Amendment details

2. Reservation number

3. Amendment fee ← VERY IMPORTANT

Once you got their confirmation proceed:

4. If requested, create a new booking for them

5. On the old booking (this can be in different order--depending on your preference)

5.1. Head to Financial, and delete the remaining invoice (the unpaid, cancellable one)

5.2. Create a new invoice to transfer the paid amounts as follows:

5.2.a. Edit the amount to -whatever amount they have paid, e.g. -96,648

5.2.b. Choose 'Other' as the Payment Method, due date can be set to Today

5.2.c. Write in the Notes section: "Transfer from ... to ..." Put the RB no.

5.3. Zero out the Gross and Sell Amount

5.4. Cancel the booking

6. In the new booking, head to the Financial again, and create a new invoice

6.1. Input the transferred amount in the Invoiced and Payment section

6.2. Set the Payment Method to 'Other'

6.3. Set the due date (either the same as the deposit due date, remaining amount due date, or a week after--confer with Nick or Irish if needed)

6.4. Write down in the Notes section on the Transfer details: "Transfer from ... to ..."

7. If there is still any remaining deposit to be paid, deduct them from the transferred amount and update accordingly

7.1. Don't forget to note down the information on "Remaining 20% deposit due to amendment"

8. Add an invoice for any Amendment Fee incurred. Due date can be 1 week after