Post a Charge/Payment on an Individual Folio (Desktop) 🎥

Post a Charge/Payment on an Individual Folio (Desktop) 🎥

🎥 Watch Video
Path: Front Office > Cashiering > Guest Account

1. Click In House Guest on the left.
2. Click on the room folio.
3. Click View to open the folio.
4. Choose the transaction you want to post from the Detail Posting dropdown at the bottom of the folio.
5. Type in the amount that will be posted.
6. Click Save to post the transaction.


Require assistance with that article?

What is the confirmation number? 
What is the status of the reservation? checked in? canceled? pending arrival? 
What is the issue? (in detail if you can) 
Are you getting an error? If so, what is the error?
Providing responses to the following questions in your ticket could expedite your resolution.

    • Related Articles

    • Post Room and Tax on an Individual Folio (Desktop) 🎥

      ? Watch Video Room and Tax is automatically posted during the night audit. Although you have the possibility to manually post (A) this daily charge, you can also add some Room and Tax charges (B) that will not be counted as the daily charge but in ...
    • Void a Charge/Payment in a Folio (Desktop) 🎥

      ? Watch Video Voiding a charge is a necessary step when correcting an error, and it involves a process that includes entering the reason why the void is initiated. Only primary charges can be voided, any secondary/associated charges like a tax or a ...
    • Transfer a Charge from an Individual Folio to Another (Desktop) 🎥

      ? Watch Video Path: Front Office > Cashiering > Guest Account 1. Type in the room number of each folio and the folio letter you wish to transfer charges between in the Room # and Folio fields. Both folios can be whithin the same room number. 2. ...
    • Retrieve an Old Individual Folio (Desktop)

      Path: Front Office > Cashiering > Guest Account 1. Select Retrieve Old Folio from the left side. 2. Use the available options to narrow down your search: by city ledger, confirmation number, credit card number (last 4), guest last name, room number ...
    • Adjust a Charge in an Individual Folio (Desktop) 🎥

      ? Watch Video Path: Front Office > Cashiering > Guest Account 1. Select the Line Item that needs adjustment. 2. Override Box: Type in the correct amount that should be posted, before tax. 3. Save Button: Press Save to finalize the override ...