This tutorial explains how to move a payment from one reservation to another existing reservation. Once you know what you are doing, moving a payment can take as little as 10 seconds in BrightSide.

• Transfer the Payment
• Common Questions

Before starting, make sure you have the confirmation number, and/or the name of the guest on the second reservation, the one receiving the payment transfer.

Easy Steps

1. Open: Begin by opening the reservation containing the payment you need to transfer.
2. Xfer $: Click on the “Xfer $” button at the bottom/middle of the reservation card; a popup window will open.
3. To: In the “To” field, begin typing the name of the guest, or the confirmation number of the recipient reservation. BrightSide will provide options according to what you enter. Select the reservation you want to receive the payment transfer.
4. Charges: DO NOT tick this box.
5. Payments: Tick the box next to the payment(s) you want to transfer. If the guest made more than one payment, you may move one, or all, of the payments. You may even move a portion of a payment. In the sample reservation below, the guest made a credit card payment of $571.71. However, you may choose to move only a portion of that payment to the second reservation by selecting the payment, then editing the amount in the number field.
6. Transfer: Click the transfer button to complete the transfer. The payment is now located in the second reservation.

1. If I move a credit card payment from one reservation to another will I be able to charge the card again?
   • Yes, moving the payment moves the entire credit card transaction intact. When the next payment is due, you may charge the card.
2. I don’t want to move the entire payment. How do I move just part of a payment?
   • Select the payment from the list. Change the dollar amount in the number field.