Manage Billing
Manage Billing allows you to post and adjust charges, move charges, accept payments, generate folios, print and share folios, and perform many other tasks related to guest billing.
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Why are there eight separate billing windows? Why would I transfer a posting? How can I split a transaction? What is the difference between a Check Out and an Early Check Out?
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Manage Billing Screen
The Manage Billing screen displays the transactions posted to the guest's bill. A reservation can have up to 8 separate billing Windows open per stay. The Windows, identified by numbers 1 - 8, provide flexibility in managing charges, payments, and other unique needs. Select Hide Empty Windows or Show All to toggle the display of Windows on the left side of the screen.
1. The I Want To... section provides links to additional billing functions. See Related Items below. 2. The profile displays reservation information. 3. The folio is made up of eight Windows. Charged amounts, payments, or adjustments can be posted to any Window to meet property or guest needs. 4. The Primary Details screen provides charges, payments, and adjustments per selected Window ( 1 through 8). See Actions menu below. 5. The Notification section provides Shares and Alert links. |
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Windows:
Actions Menu
The Manage Billing screen provides a list of Actions for posting and managing charges, payments, and other functions. Select Actions to see the following options:
Actions |
Description |
Post Charges |
Posts charges to the selected guest's account by transaction code, price, and quantity. Select and post charges to up to eight separate Windows. Create supplemental information or references. |
Make Payments |
Accepts and posts guest payments by credit card, cash, or check. Select and post payments to up to eight separate Windows. Create supplemental information or references. |
Reverse Payment |
Reverses a selected payment by creating a new transaction in the same amount. This option displays only when a payment transaction is selected. |
Edit Posting |
Edit postings; transfer folios and partial/selected postings to other folios or rooms. |
Transfer Posting |
Transfer folios and partial/selected postings to other folios or rooms. |
Post Adjustment |
Search and select transactions and make adjustments to amounts or percentages; provide reason codes and descriptions to justify or explain adjustments. |
Quick Split |
Splits a single transaction into two transactions based on an amount or a percentage. Split amounts are displayed in separate rows on the Manage Billing screen. |
View Folio |
Print, email, fax, or preview a folio by a selected Window and currency. |
Search Transactions |
Locate all transactions made by the selected guest or enter search criteria to find only specific transactions. |
Move Postings |
Moves the transaction(s) from the selected Window to another Window of your choice. |
I Want To . . . Add Reservation View
I Want To . . . Generate a Folio
I Want To . . . Make a Posting
I Want To . . . Check Out Early
I Want to . . . View Billing Summary