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If you're looking for troubleshooting information, please try one of our Support Options!
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To Add folios
- Go to the Folio Tab of the Booking.
- Click on "Add New Folio" (next to Choose Folio drop down list)
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- 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
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- 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 and choosing the new folio in the "Transfer items to" drop-down list at the bottom of the folio. See Transfer Folio Items
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Articles and FAQ |
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