By default all charges go to the Group Master Folio so please adjust accordingly prior to adding individual bookings.
Choosing the Master equals the 'Group' and choosing the 'Guest' equals the individual Booking Folio. In the below example all Room and Misc related charges are being billed to the Group Master Folio and all Food, Phone and Alcohol related charges are billed directly to the Guest Folio.
By default all charges go to the Group Master Folio and individual bookings inherit Group Folio settings at the time of the individual bookings creation.
This is important to note because custom folio management must be done prior to making individual bookings if you wish for the folio settings to inherit to all individual bookings.
You may also go to individual bookings that are part of the group and manage that bookings settings via Folio Setup at the individual booking level. This allows you the flexibility of changing folio policies for a single booking without effecting the rest of the group.
To Transfer Payments and charges between the Group Master and individual guest folios in the Group, follow these steps:
Group Fokio
Step 1: Choose the Folio to transfer items from
Step 2: Choose Transaction and Folio
Then, choose the Folio to Transfer items TO in the Transfer checked items to drop-down list. This will automatically transfer the item. Any taxes or service charges associated with that line item will also automatically be transferred to the selected folio.
Step 3: Confirm transfer
Primary Folio after charge is transferred. The Balance is now a Credit (negative number) as only a payment is applied to the Primary Folio.
Spa Treatments Folio after charge is transferred. Notice Folio Bal: of $25.00 in the Booking Header. This reflects the Balance due for the total folios for the Guest. Notice Folio Bal: of $25.00 in the Booking Header. This reflects the Balance due for the total folios for the Guest.
If you're looking for troubleshooting information, please try one of our Support Options!
Need help? Submit a ticket
Articles and FAQ
Step-by-step tutorials
Overview
Content Tools
