Transfer Funds from a 3rd Party Holding Account to an Owner, Creditor or Reservation

Open the Third Party Account

1. Select the Holding Tab
2. Select Transfer
3. From the dropdown select To Third Party Account or
4. To Owner Account or
5. To Reservation Account
   
   

1. On the resulting screen slect the Owner/Creditor/Reservation you wish to transfer money to
2. Type a comment
3. Enter the amount you wish to transfer
4. Select the Transfer tick at the top of the screen
   
   

Turn on Holding Account for Third Party Clients (Creditors)

Pay a specified amount to a 3rd Party Creditor from their Holding Account

Moving funds from 3rd Party Payment Screen to Holding Account