Correcting a payment entered on the wrong Customer |
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(From Newsletter #49, Feb 27, 2023)
Q. I accidentally entered a credit card payment on the wrong Reservation (or Customer). I don't want to have to refund it and re-enter it -- how can I get it on the correct Reservation?
A. A new function "Move Transaction" was added in version 11 to allow moving existing transactions to any Customer or Reservation record. This can also be used to move charges, etc., not just payments.
Note: Be aware that this can also affect reporting for the dates of the transactions moved!
To access this function, open the Reservation Details (or Customer Details if appropriate) of the transactions you need to move. Click the "Transaction History" button. Locate and highlight the transaction(s) to be moved, and click the "Move to a different Reservation or Customer" button. You will then just need to select the Reservation or Customer for the destination.
More details:
https://campgroundmaster.com/help/transactionhistorydialog.html