Understanding the Group Estimated Balance (Cloud)
The Group Estimated Balance provides a financial snapshot of a group reservation — showing the projected balance based on room revenue, taxes, and payments or deposits applied to the group. Understanding how this value is calculated helps ensure deposits, billing, and revenue reports remain accurate throughout the group’s stay.
Path: Front Office > Group > Search > Open the Group > Scroll down to the Summary of Charges
Overview
What the Estimated Balance Represents
The Group Estimated Balance shows the projected total charges that will post to the group folio, based on the Guarantee Type and rooms picked up.
- A positive balance means the group still owes money on its folio.
- A zero balance means either: Deposits currently cover projected charges, or the group uses the “None” Guarantee Type, meaning no charges are intended for the group folio.
- The value is calculated only from rooms that have been picked up. If no rooms have been picked up, the estimated balance will remain $0, regardless of the guarantee type.
The estimated balance does not include unpicked allocations. To estimate based on all allocated rooms, print the Pro Forma Invoice, which projects total charges for the entire group block.
Why It Matters
- Confirms whether advance deposits are sufficient to cover projected charges.
- Helps accounting and front-desk staff anticipate the group’s final balance.
- Prevents overpayment, underpayment, or duplicate postings.
- Supports accurate revenue forecasting and billing reconciliation.
Still Need Help With This Topic?
Ask Yourself:
- Does the group’s estimated balance align with its deposits and picked-up rooms?
- Is the group set to the correct Guarantee Type?
- Have all allocations and pick-ups been updated?
- Do I need to print a Pro Forma Invoice to review all allocations?
Support May Ask You:
- What is the Group ID and the current estimated balance shown?
- What Guarantee Type is assigned (Room & Tax, All Charges, or None)?
- How many rooms are picked up versus allocated?
- Can you share a screenshot of the group’s balance section?
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