Check Out an Individual Folio (Cloud) 🎥
Path: Front Office > Cashiering > Guest Account > In-House Guests
If the guest has more than one folio (incidentals), each folio needs to be at 0 before Folio A is checked out. If every folio is balanced, checking out Folio A will check out every other folio.
1. Locate the incidental folio of the room and click on it to open it.
2. If the balance is not zero, select View to open the incidental folio and balance the folio.
If you are alerted that the B folio does not exist, there is no need to create one, skip to checking out the A folio Additionally, if all incidental/sub folios (B, C, or D) are already balanced to zero, you can skip to checking out the A folio.
If you check out the A folio and there is still a balance on one of the other folios, only folio A will be checked out (not even the secondary folios at $0.00), leaving every other folio to be checked out individually.
3. Go to Folio A and click View to open it.
4. Balance the A folio by processing payment, if it has not yet been done.
5. Select Check Out on the left.
If the method of payment is a credit card and the check out is on the scheduled day, going straight to Check Out will post the authorized amount as payment automatically.
If the check out happen with another method of payment or earlier than the schedule departure date, the payment has to be posted manually before processing to the check out.
Check Out a Group Master Folio (Cloud) 🎥
? Watch Video Path: Front Office > Cashiering > Group Account 1. Select In House Guests from the toolbox on the right. 2. Locate and double-click on the group to populate it to the folio preview screen. 3. Select View to open the folio. 4. If there ...
Check In an Individual Reservation with Check (Cloud) 🎥
? Watch Video Before starting the check-in, make sure a room number is assigned and the room is clean. Path: Front Office > Reservations > Search and Open the Reservation 1. Choose Check-In from the Toolbox on the right. 2. Any prepaid deposit will ...
Retrieve an Old Individual Folio (Cloud) 🎥
? Watch Video Path: Front Office > Cashiering > Guest Account 1. Select Retrieve Old Folio from the Toolbox Menu in the top right. 2. Use the available options to narrow down your search: by city ledger, confirmation number, credit card number (last ...
Check In an Individual Reservation with Cash (Cloud) 🎥
? Watch Video Path: Front Office > Reservations > Search and Open the Reservation 1. Choose Check-In from the Toolbox on the right. 2. Any prepaid deposit will show as well as the remaining amount to be paid. 3. Choose Cash as the Method of Payment ...
Transfer Charges From an Individual Folio to the Group Folio (Cloud)
Path: Front Office > Cashiering > Guest Account 1. Select In House Guests from the toolbox on the right. 2. Locate and click the folio that is needed. A guest part of a group reservation will have the group name next to his/hers. 3. Check the ...