Guest Accounts
Voiding a Cash Payment made by Another User
Whether it's fixing a mistake or giving a refund, if one person posts a payment and another person posts a refund or void, it can initially appear to cause discrepancies in their individual cash reports. However, by the end of the day, everything ...
Share All Charges Across a Room Folios (Cloud)
If you have multiple guests sharing a room and you want to split all charges among them, you can configure the guest account to ensure that expenses are divided across the individual guest folios for that room. This configuration will be effective ...
Locate In-House Guests (Cloud)
Path1: Dashboard Tile > Click on the "In House" tile Path2: Front Office > Cashiering > Guest Account > "In House Guests" from the toolbox on the right 1. Sort by: To arrange the rooms either by room number or by guest name. 2. List Option: Selecting ...
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 ...
Refund a Transfer Advance Deposit (7T)
Never Void a 7T. Voiding a 7T will offset the daily guest ledger balance. If there was an issue with the posting of the Advance Deposit, and the guest has already completed check-in, the only way to rectify it is by offsetting the deposit with a ...
The difference between Refund and Void a Payment
Refund vs Void The distinction between a Refund and Void of a Payment lies in their implications. A refund involves reversing a transaction that has already been processed, creating a debit adjustment to offset the original credit entry. It signifies ...
Void Tax on a Guest/Group Folio (Cloud)
When tax appears in a folio, it's often automatically recorded as a secondary fee linked to another code. This tax is categorized as a secondary posting, triggered by a transaction like a Room Charge or a taxable miscellaneous item. Consequently, ...
Check out a Room/Folio with a Balance
Checking out a room becomes a complex task when there is an outstanding balance on the folio. To address this, the initial step is to determine the nature of the balance. Once identified, we can explore various strategies and methods to effectively ...
Post a Credit Card Refund on a Folio (Cloud)
Refunds should match the original payment method for accuracy and transparency. If the initial payment was made by credit card, the refund should also be processed through the same credit card for consistency and easy tracking, ensuring a streamlined ...
Void a Charge/Payment in a Folio (Cloud) 🎥
? Watch Video Voiding a charge is a necessary step when correcting an error, and it involves a process that includes entering the reason why the void is initiated. Only primary charges can be voided, any secondary/associated charges like a tax ...
View Transfer Charges Between Guest's Folios (Cloud) 🎥
? Watch Video When you transfer a charge or a payment from one folio to another, the transaction is recorded, and you can see either where it originated from or where it was sent within the folio. Path: Front Office > Cashiering > Guest Account 1. ...
Transfer a Charge Between Guest's Folios (Cloud) 🎥
? Watch Video Transferring charges between folios may be necessary due to billing errors, guest changes, group bookings, different payment methods, guest requests, or special circumstances. It helps maintain billing accuracy and guest satisfaction. ...
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 ...
Reinstate a Checked Out Guest Folio (Cloud) 🎥
? Watch Video A Room/Folio can only be reinstated if it was checked out on the current day and if no one else has checked into the same room number. Additionally, if a guest was checked out early and then reinstated, the departure date would have ...
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. ...
Post a Charge/Payment on a Guest Folio (Cloud) 🎥
? Watch Video A folio regroups all charges and payments linked to a guest's stay. While daily room charges are posted automatically during the night audit, you can also manually post any extra charges on the folio. Path: Front Office > Cashiering > ...
Post Room and Tax on a Guest Folio (Cloud) 🎥
? Watch Video Room and Tax charges are automatically posted during the night audit. While you have the option to manually post this daily charge (A), you can also add Room and Tax charges (B) that are not counted as the daily charge but are added in ...
Check Out a Guest Folio (Cloud) 🎥
? Watch Video Checking out a guest in a hotel is the process of finalizing their stay and settling their account. It includes actions such as collecting payments, reviewing the folio, providing a detailed receipt, and ensuring a smooth departure. ...
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 ...