Remove an Extra Folio from Reservation (Cloud) 🎥

Remove an Extra Folio from Reservation (Cloud) 🎥

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If you’ve assigned an extra folio to a reservation (Name Only or Incidental) and no charges have been posted to it, you can remove it via the Guest Account tools. This action cleans up unused folios.
Path: Front Office > Reservations > Search > Open the Reservation > Select Guest Account.
Info
You cannot remove the A folio or any folio that has been checked in and/or that has had postings—even voided or transferred.

Instructions

1. Open the reservation and click Guest Account on the right-hand panel.


2. If an extra folio is set as Incidental or Name Only, you’ll see a red “Remove” button—click it to delete the folio.


Notes
Keep in mind: You cannot remove a folio if the reservation has been checked in or if any postings exist in that folio—even those that were voided or transferred. The A folio can never be removed.




Still need help with this topic?

Ask Yourself:
  1. Am I trying to remove the A folio (which can never be removed)?
  2. Has this folio been checked in?
  3. Have any postings been applied to this folio, even if later voided or transferred?
Support May Ask You:
  1. Which reservation are you working on?
  2. Which folio (B, C, or D) are you trying to remove?
  3. Has the folio been checked in or had postings (even voided/transferred)?
  4. Can you share a screenshot of the Guest Account screen showing the folio details and the missing “Remove” button?