Over Credit Limit Report (Cloud) 🎥
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The Over Credit Limit report highlights reservations that lack sufficient credit to cover their stay balance, whether due to insufficient payment or credit card authorization. This report serves as a useful tool for identifying reservations that may require additional payment or credit adjustments to avoid issues during check-in or throughout the guest's stay.
Path: Front Office > Reports > Front Office > Over Credit Limit.
Generate report
1. Narrow down the report using the optional available filters (from left to right):
- by guest name.
- by including any folio with the Method of Payment Cash.
2. Click Refresh.
Detailed report
- Room number and folio.
- Guest name.
- Departure date.
- Rate for the next night - if no rate shows then the guest is on its departure date.
- Estimated Balance for room & tax added of any incidental/extra either already posted or set up.
- Amount of the credit card authorization.
- Method of payment on the reservation.
- Group name if the reservation is part of a group.
- Comment from the reservation.
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