Split Charge in Guest Folio (Cloud) 🎥
🎥 Watch Video
When a single expense needs to be divided—such as when roommates share a room and choose to split costs—the Split Charge function in Visual Matrix Cloud lets you divide one line-item into up to four separate portions. This article explains how to split a charge within a guest folio and what percent-based allocation means for each share.
Path: Front Office > Cashiering > Guest/Group/House Account
This article explains how to split a single charge within one guest folio. If you need each guest to have their own folio (for example, when sharing a room but paying separately), you’ll first need to set up folio splits before posting or transferring charges.
Instructions
1. Select the line item within the guest folio that you want to split.
2. Click the Tools icon and choose Split.
3. In the Split dialog, allocate the charge into up to four separate percentages that together equal 100 %. Ensure each portion is assigned appropriately (each share will appear on its own folio).
4. Click Submit.
5. Review the folio to confirm that the original line item has been replaced by the split portions.
The steps above describe how to split a charge within the same folio. If you want each guest to have their portion appear on a separate folio (B, C, or D), you’ll need to transfer the split charges to those folios using the Transfer a Charge Between Guest’s Folios (Cloud) option.
Still need help with this topic?
Ask Yourself:
- Did I select the correct line item to split?
- Have I allocated percentages that sum to 100 % across all shares?
- Did I review each resulting folio to confirm correct posting?
Support May Ask You:
- Which folio and line item did you attempt to split?
- Into how many portions did you allocate the charge?
- What percentage or amount did each share receive?
- Did you receive any error message when you clicked Submit?
Related Articles
Set Up Charge Transfers Between Guest Rooms (Cloud)
Sometimes one room’s folio needs to cover charges for another room—for example, shared services, added incidentals, or when a guest is paying for multiple rooms but doesn’t want a formal group reservation. Visual Matrix lets you transfer folio ...Transfer Charge Between Guest Folios (Cloud) 🎥
? Watch Video When a charge has been posted to the wrong folio—whether due to billing errors, guest changes, or special requests—you can transfer it between guest folios using the Visual Matrix Cloud system. This ensures each guest is responsible ...Adjust Charge in Guest Folio (Cloud) 🎥
? Watch Video Every so often, a guest folio charge needs to be corrected — maybe a posting was entered incorrectly, or a guest received a special discount after check-in. The Visual Matrix Cloud PMS makes it easy to adjust charges directly in the ...Transfer Guest Charges to Group Folio (Cloud)
When a guest who belongs to a group reservation has charges posted to their individual folio instead of the group master folio, those charges must be transferred to keep group billing and accounting accurate. This situation often occurs when the ...Transfer Charges from Group Folio to Guest Folio (Cloud)
When a charge has been posted to a Group Master Folio that actually belongs to an individual guest, it can be transferred to the guest’s folio without needing to repost it manually. This process ensures that each guest’s folio reflects the correct ...