Print or Email a Group Folio (Cloud)
After finalising or generating a group folio in Visual Matrix Cloud, you may need to provide it to the client or internal teams either by printing a physical copy or sending it via email. This process helps ensure transparency of charges, supports client billing verification, and preserves billing records.
Path: Front Office > Cashiering > Group Account
Instructions
1. Click In-House Groups in the Toolbox on the right.
2. Locate the group folio and double-click it to open the preview screen.
3. Click View to open the Group Master Folio.
4. In the toolbox (right side), click Print Folio.
5. Check Print Folio and/or Email Folio based on your need. When selecting Email Folio, enter the recipient’s email address in the Send To field.
6. Click Submit to execute the print or email action.
The address entered here is used only for this one-time email and will not be saved in the system.
Still Need Help With This Topic?
Ask Yourself:
- Did I open the correct group folio under Group Account?
- Did I select the correct option (Print and/or Email) before submitting?
- If emailing, did I enter the correct recipient address and confirm the folio was sent?
Support May Ask You:
- What is the group reservation number or group folio number?
- Did the folio print or email successfully? If emailing, did the recipient receive it or was there an error?
- Which action did you choose (Print or Email)?
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