Retrieve an Old Guest Folio (Cloud) 🎥
Path: Front Office > Cashiering > Guest Account
1. Select Retrieve Old Folio from the Toolbox Menu in the top right.
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 or CRS number.
3. Modify the arrival date range that the guest would have checked in using the From and To calendars.
5. Click a line to open its folio.
You can post a charge, adjust a post, refund the guest, charge the guest, print and email a copy of any checked-out folio.
6. Select Close at the bottom to go back to the search page.
All Search Field options require the arrival date range to be modified to effectively search the system for the correct folio. Confirmation and Central Res confirmation do not require the arrival date to be specified, as they bypass that field and search the database for confirmation numbers.
If the folio was adjusted, any charges posted or if any were voided the folio must be brought back to a zero balance before you can leave the screen.
Retrieve an Old Group Folio (Cloud) 🎥
Whether it's an individual guest or a group, you can always access and retrieve old folios, as long as the data has not been purged. Path: Front Office > Cashiering > Group Account 1. Click on "Retrieve Old Folio" from the toolbox on the right. 2. ...
Transfer Charges from Guest Folio to Group Master Folio (Cloud)
In the event that a group was not initially configured correctly or there is a last-minute change in the guarantee type, which leads to charges being incorrectly posted to the wrong folio, it is feasible to transfer charges between the group master ...
Print or Email a Guest Folio (Cloud) 🎥
? Watch Video Path: Front Office > Cashiering > Guest Account > Open a folio. 1. Click Print Folio from the toolbox on the right. 2. Check the print and/or the email box. If you manually enter an email, it will not be saved once the email is sent. ...
Split a Charge in a Guest Folio (Cloud) 🎥
? Watch Video Splitting a charge in a hotel context means dividing a single expense or transaction into multiple parts, typically for allocation to different folios or guests. This is often done to separate charges among roommates or guests with ...
Adjust a Charge in a Guest Folio (Cloud) 🎥
? Watch Video Charges on a hotel folio may need adjustments for various reasons, including correcting errors, addressing guest disputes, providing compensation or discounts, applying for promotions, issuing refunds, accommodating special ...