Groups often want to manage charges between the group folio and individual folios. For example, Room Rent was initially charged to the Group Master Folio, but now the Guests want to pay charges individually.
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.
To automatically post charges to certain folios in a Group, use the "Charge To" setting before adding the bookings to the Group.This setting is located in the Booking Data tab of the Group Booking and in the Group Booking Wizard. See Charge To - Group Bookings
Group Fokio
To Transfer Payments and charges between Folios, follow these steps:
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.
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