Versions Compared

Old Version 21

changes.mady.by.user Erica Johnson

Saved on

compared with

New Version 22

changes.mady.by.user Erica Johnson

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column

The Folio of each booking has the option to create multiple folios for the same guest.

When a new You may add folios using the "Add New Folio" button. You will be prompted to name the new Folio. Normally, you would simply label it "incidentals", however, sometimes you may want to give it the name of the second guest so that charges can be split up appropriately.
If a folio is created, it will still be linked to the same room number/reservation. It will is simply be an additional "bill" to apply charges and payments to.

 

Image Removed

 

.The transactions and balance in each folio are combined and totaled in the projected income, projected balance and folio balance in the header.

Note: when you go to the folio of the guest, the Primary folio will appear When you enter the folio page, you will be working with the Primary folio by default. To switch to another folio, simply select the corresponding folio from the "Choose Folio" drop down menu.Image Removedlist.

Additional folios can be used for anything, but some common uses are:

  • Printing/emailing specific transactions
  • Recording commissions separately
  • Separating transactions into different receipts for guests.
Column
width300px30%
Panel
titleIn this section

Children Display
pageFolio

To Add folios 

  • Go to the Folio Tab of the Booking.
  • Click on "Add New Folio" (next to Choose Folio drop down list)

Image Added

 

...

  • Enter a Folio Name. This could be a guest name, date, type like "Spa Treatment" or "Incidentals",
  • Choose any items that should automatically be charged to the new folio by default. These can always be transferred later. In this example, a folio is created for Spa Treatments and Spa Treatment charges will automatically charge to this folio for the guest.
  • Note: The items shown in the list are created in your Inventory Items and also appear in the "Add Charge" list. To edit or add an inventory item, see Inventory Items

Image Added

...

  • Once the new folio is created, you will see it in the "Choose Folio" drop down list. To go to this folio, choose it from the list.
  • To transfer transactions to another folio, select the transaction by clicking on the box on the left. See Transfer Folio Items

Image Added