Add an Incidental Folio to a Reservation (Cloud) 🎥

Add an Incidental Folio to a Reservation (Cloud) 🎥

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Sometimes a guest wants their incidental charges—like meals, bar tabs, or extra services—kept separate from their room and tax charges. VM Cloud makes this possible by setting up an incidental folio (usually Folio B) within the reservation. This ensures room and tax remain on the primary folio, while all additional expenses are tracked and billed independently for easier management and reporting.
Path: Front Office > Search > Open the Reservation > Guest Account

Instructions

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



2. In Folio A, make sure the Type is set to Room/Tax
Notes
Choosing “ALL” or “Room & Tax” for the A folio type only impacts automatic postings. Manual postings aren’t restricted—you can still post incidental charges on a Room & Tax folio or room charges on an Incidental folio if needed.


3. Change Folio B’s Type to Incidental.



4. That’s all—once B is set to Incidental, it’s ready.
Info
If incidental authorization is set up at check-in, then incidental amount is handled via Folio B instead of Folio A.
5. If needed, open the B folio (click its folio letter) to add a payment method.
6. In the B folio, go to Payment Info, select Credit Card, and enter the card number.

Still need help with this topic?

Ask Yourself:
- Did I set Folio A to Room/Tax and Folio B to Incidental?
- Do I need to add a payment method to the B folio?
- Am I expecting automatic postings, manual charges, or both?

Support May Ask You:
- Which reservation are you working with (confirmation number)?
- Did you click Guest Account and select Folio B?
- Is incidental authorization configured?
- Can you provide a screenshot of the folio types and payment info of B folio?

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