FAQ - How can I generate batch folios?
Use the Generate Batch Folio feature to generate folios for multiple guests without having to open individual guest billing screens or the Folio History screen. You can generate folios before, during, or after guest stays. After generating a Batch Folio, you can print, fax, email, or preview the Batch Report.
From the Cashiering Workspace, select "I Want To...Generate Batch Folios." The Batch Folio train appears and provides the following stops to guide you through the process: 1.) Folio Options, 2.) Reservation Selection, 3.) Billing Options, and 4.) Folio Confirmation.
1.) Folio Options
Use the Folio Options stop to select batch folio. Batch Folios are organized by guest departure days. You also can select "All Guests" for In House guests regardless of departure dates.
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2.) Reservation Selection
Use the Reservation Selection stop to search for reservations matching the Folio Options you selected in the previous stop. From your search results, select the reservation(s) you wish to include in the batch.
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3.) Billing Options
Use the Billing Options stop to determine folio content. Select one option under each of the following groups: Select Folios Scope, Select Billing Windows, and Select Payment Method. Your options vary depending on whether the guest is In-House or has departed; for example, a departed guest would not receive an Advance Bill.
Note: When selecting Only Credit Cards as your payment method, placing a check mark on the Simulate Zero Balance checkbox prints the folio showing a zero balance without posting a payment or checking out the guest. |
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4.) Folio Confirmation
Confirm your selections on the Folio Confirmation screen before generating the batch folios.
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