[Eng] Guest Folio

Screen Name

Billing

Open Link

1. Log in – Front Office – Reservation – Tab In-house – Click on Billing icon

   

2. Log in – Front Office – Reservation – Tab Checked Out – Click on Billing icon

   

3. Log in – Front Office – Press “Ctrl + Space” to go to the Master Search – Select Conf. No. – Click on Billing icon

   

Summary

The Billing screen allows you to manage all the transactions posted to the guest’s bill, separated by multiple windows. You can open a new window to post transactions for your convenience or to meet the guest’s billing needs.

Screen

Fields Description

General information (1):

• Room: Room Number

• Arrival - Departure Date

• Total Balance: Current balance of the guest’s bill

• Routing: Routings that are declared for this reservation

• Reservation Status

List of guest’s folios (2):

List of guest’s folios and the balance for the transactions on each folio, you can select a folio to focus the curser to the detailed transactions of the selected folio, such as:

• Name of folio

• Balance of the folio

• Total Balance: Total balance

• Actions:

  • Create new folio: See Create New Folio

Detailed transactions (3):

• Name of folio: The default is the name of the guest’s profile when creating the folio

• Order number: Windows are identified by number (1), (2), (3), (4) and so on

• Detailed transactions:

  • Date Time: Date and Time when posting the transaction

  • Transaction Name: Name of transaction

  • Amount: Amount of transaction

  • Reference: Reference note when posting the transaction

• Action: Click on “…“ to open the actions menu.

  

  • Open transaction: Go to the details screen of the transaction. See Transaction Detail

  • Transfer: Transfer the transaction to another folio. See Single Transfer

  • Post an opposite transaction: Post a transaction with a negative amount to reverse a charge, in case of promotion or adjustment.

  • Split transaction: Split the transaction by amount or by %. See Split transaction

  • Print receipt: Print out the receipt for the selected transaction.

Actions

• Print Folio: Print out all guest’s folios

• Check-out: Check out guest

• Deposit: Post an advance deposit pre-payment that guests make prior to their stays. The button is disabled when the reservation has been already checked in. See Add Deposit

• Payment: Post a payment transaction. See Add Payment

• Charge: Post a charge transaction. See Charge

• Options: Click on “…“ to open the additional menu

• Routing: Define a new routing instruction for this reservation, which lets you automatically forward charges to the company or travel agents at the time of posting. See Routing

• Transfer: Transfer the transaction between different folios, rooms, or guests. See Multiple Transfer

• Fixed Charge: Define a fixed charge that will be automatically posted to the guest’s bill when running the night audit routine. See Fixed Charge

• Advance Bill: Allows you to post in advance the room charge for the next days. See Advance Bill

Remarks

N/A