Print Guest ProForma Folio (Cloud)
A ProForma invoice gives guests an estimate of expected charges—room rate and taxes—before check-out, helping with budgeting and enabling early resolution of any questions. Use this feature from the reservation screen, and note: it only works before check-in.
Path: Front Office > Reservations > Search > Open a Guest Reservation
A proforma folio can only be generated before check-in.
Instructions
1. Open the Guest Reservation: Navigate via Front Office > Reservations, then search and open the reservation.
2. Generate ProForma: Click Proforma from the toolbox to create the invoice.
3. Delivery Behavior. The delivery method is determined by the Confirmation Delivery setting in the reservation.
- If Email is selected, the ProForma is automatically sent to the guest.
- If any other option is selected, the system will generate a version ready to be printed.
Still need help with this topic?
Ask Yourself:
- Did I try to generate the ProForma before check-in?
- Is the Confirmation Delivery option in the reservation set correctly (Email vs. Mail Guest)?
- Am I working with a guest reservation and not a group booking?
- Do I understand why package charges may appear under package codes instead of room charges?
Support May Ask You:
- Which reservation were you working on (guest name, dates)?
- What was the Confirmation Delivery setting in the reservation?
- Did you see the ProForma email sent automatically, or did it generate a printable version?
- Can you confirm whether the reservation was already checked in?
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