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Each Individual and Group booking has a Folio Tab in the Guest Booking Details.To manage the folio of a Guest Booking, locate the booking and then click on the Folio Tab in the Booking Details.

The Folio is a powerful and flexible tool for applying charges and payments to a Guest bill.  All Charges and Payments will appear in the Guest's Primary Folio and stayed attached to the Guest Booking.

The functions available in the Folio allow you to create additional folios, transfer items between folios and email or print folios. These can be used as a Guest Receipt or you can create a customized Receipt Letter. See Letters.

Credit Card Payments made to the folio function are recorded in the folio and the transactions are managed in the Manage Credit Cards. The credit card payments applied to the Folio will only be processed If you are set up with Payment Processing through our MyCard system. If you ARE NOT signed up for automatic payment processing, then the credit card payments entered will ONLY be recorded, but NOT processed. Users of MyCard payment gateway processing, see MyCard for details on processing Authorizations and settling credit cards.

Please take a moment to review these important Folio Functions

See Folio for more features and functions of the Guest Folio.

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pageManaging the Folio

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See MyPMS User Manual step-by-step instructions on these related functions

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titleSee MyPMS User Manual

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