The folio page is a powerful and flexible tool for applying charges and payments to a customer's bill.
The following options are available on the folio screen and have the following functions:
Choose Folio
If multiple folios have been setup additional folios are selected via this drop down box. By default the primary folio is always shown on the folio screen.
Add New Folio
The system supports multiple folios and allows the user to split charges by inventory type across multiple folios if desired.
Folio Setup
Allows editing of folio name(s) and comemnts as well as managing which inventory items are assigned to folios.
Print Folios
Opens the current Folio in a new window formatted for printing.
Folio to Excel
Allows exporting and saving of the folio to Excel.
Check in
Checks the guest in. This button will only be visible able to be checked in and the arrival date on or prior to (for late check in) the system date.
Check-out
Checks the guest out. This button will only be visible if the guest is currently checked in and the folio has a zero balance.
Check back in
This button is present only after the guest has checked out and may be used to check the guest back in. This can only be used if today's date falls between the reservation check-in and check-out dates.
Check-out
Checks the guest out. This button will only be visible if the guest is currently checked in.
Print FolioCancel Booking
Cancels the booking.
Clone Booking
Clones all booking information from the Guest Detail to create a new Booking
