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  • Edit Folio: House Account

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Edit Folio

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 House folios have the same functionality as the guest folios, however they are not linked to a room number. These folios may be created at anytime by authorized users. As soon as they are checked out, a new one is checked in. There is a check during night audit to insure all house folios have zero balances.

Every time a charge is applied, a corresponding payment must be applied. For instance, you may apply a postcard charge of $1.00 plus $0.08 taxes. This will come to a total of $1.08. The user must now enter a payment of $1.08 to bring the balance to zero.

There is one house folio that is of special note, the Missed Calls Folio records any phone calls that were not assigned to a folio because there was no guest checked in to the room. Administrative calls may also be logged here. Phone Calls that have a zero charge associated are not recorded anywhere in MyPMS.
You have the ability to print out individual receipts from the House Account. To use this feature, simply place a check mark next to the line item you would like to print out on the receipt, then scroll down and click "Print Folio".

The ability to Add, Edit, and Delete a credit card exists with a House Account, as do all other payment options. Once added, a credit card must be manually deleted in order to not accidentally use it for a future charge. This is important, as it will protect your property for liability for storing – and potentially misusing - credit cards no longer needed. Since there is no 'Guest', 'Group', or 'Company' to apply the credit card to, either the card must be swipe or manually entered in order to get proper details for the card charge.

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Articles and FAQ

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Step-by-step tutorials

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To Edit a House Account Folio, Click Folio Setup in House Accounts..

To edit the Folio name and Comments by clicking the Edit button to the right of the Folio.

To assign an Inventory Item to automatically charge to a Folio during Night Audit, use the radio buttons next to the Item.

To Add an Inventory Item to the Folio list, see Inventory Items

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Folios

To edit the name or comments of a folio, click the Edit button to the right of the folio.

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Folio Setup

The Folio Setup area gives option of creating default folios for Room Rent and the Inventory Items you have set up. Assign an Item to charge by default to a particular folio when a charge for payment is added.

 

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