Guests request a proforma folio to get an advance estimate of their expenses, including room charges and taxes, before check-out. It enables them to plan, budget, and address any discrepancies early on, contributing to a smoother check-out process. Business travelers may find it useful for expense reimbursement.
The proforma will display the expected folio at check-out, including room charges, taxes, and dates.
Path: Front Office > Reservations > Search > Open a Guest Reservation
A proforma folio can only be generated before check-in.
When Packages are utilized, the accounting code for the package will be shown instead of the room charge code (RC).
1. In the toolbox, click "Proforma".
2. When "Confirmation Delivery" is set to Email, the proforma is directly emailed. If it's set to "Mail Guest," the proforma is printed for delivery. Below an example of a proforma folio.
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