Copy of Booking Comments Report

The Folio is a powerful and flexible tool for applying charges and payments to a customer's bill. Each Individual and Group booking has a Folio Tab in the Booking Screen. All Charges and Payments will appear in the Primary Folio and can be modified easily. 

There is a two column reporting system for payments and charges in Folios.  Next to each transaction you will see two icons: Modify (change $ amount of transaction) and Delete (deletes transaction from folio)

• Charges and Payments: The two column format allows you to  see each charge or payment as a line item with a corresponding $ amount in the Charges or Payments columns. The total of each column is shown at the end with the Cusomter balance shown at the end of the Folio.  A positive balance indicates an $ amount due. A negative balance indicates a credit balance due to a prepayment or deposit.

• Modify and Delete Icons: Click on each icon to either Modify (change $ amount of transaction) or Delete (deletes transaction from folio)

 The following are the main functions of the Folio:

• 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.
• Cancel Booking:Cancels the booking.
• Clone Booking: Clones all booking information from the Guest Detail to create a new Booking

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