Make a Posting

PARAMETERS

CASHIERING

Generate Zero Bill

Allow user to print an Invoice that has a Zero Balance

Generate Proforma Invoice

Create Proforma Invoices for Reservations

Folio Generation - Yes

Post Stay Charges

Open Folio

ROLES / TASK PERMISSIONS

Financials >

Manage Financial Postings

Change Charges and Payments

Ability to post a Service Recovery Adjustment

Cashiering Workspace

Credit Card Settlement

Financial Admin >

Financial Transactions

Transaction Codes

New/Edit Transaction Codes

The Make A Posting option within Manage Billing provides the ability to post charges, make payments, make adjustments, and post rate codes to guest accounts.

The Post Charges option on the Make a Posting screen lets you post new charges to a Folio. You can apply new charges to any of eight different billing Windows of your choice. The screen provides a link to "Make a Payment."

Each new charge posted to the guest account is displayed in the summary box (see area marked in red above).

Select a Window from the left side of the screen
Enter or select information in the Code, Price, and Quantity fields (these fields are mandatory).
Enter or select an Arrangement Code. Arrangement codes represent a group of transactions as a single code.
Enter or select information in the Folio Information and Additional Information fields (these fields are optional).
Enter a check number if paid by check (If adjustments are needed later, you can search for the transaction by check number).

The Make Payments screen lets you apply credit card, cash, check payments, and other forms of payments (as defined by the property, such as direct billing, manual credit card, and others) to a Folio. You can apply payments to any of eight different billing Windows. The screen provides a link to "Make a Charge."

The screen displays whether a credit card reader is configured for taking payments.

Enter or select information for the Method field. Options are credit card, cash, are check payment methods.
If a credit card is selected, provide a card number in the Card No. field and an expiration date in the Expiration field.
Enter the amount of the payment in the Amount field.
Complete the following optional fields as needed to ensure payment receipt: Card Holder (name), Reference, and Supplement
Select Apply Payment to complete the transaction and enable printing, emailing, faxing, or previewing the receipt.

The Make Adjustments option on the Make a Posting screen lets you adjust transactions by an amount or a percentage. Use Search to find specific transactions by Transaction Code, Description, Routing Instruction, Check, or Start/End Date. If you leave all search fields empty and select Search, the system displays all of the guest's transactions. Search results display below the search screen.

Based on search results, select one or more transactions to adjust.
Select "Add" to move selection(s) to the "Selected" area ("Add All" moves all search results to the "Selected" area).
Select a transaction and choose Next to display the Adjustment screen (below).
Make adjustments by either an Amount or by a Percentage. Enter or select a Reason code and provide a text description of the Reason.

Make Adjustment - by Amount or Percentage

The Post Rate Code option on the Make a Posting screen allows you to manually add room and tax charges on a guest's bill by selecting from a list of preset rate codes.

The number of adults in the Adult field may change the cost shown in the Amount field.

Select a Window from the left side of the screen
Enter or select information in the Rate Code, Amount, and Quantity fields (these fields are mandatory).
Enter or select an Arrangement Code. Arrangement codes represent a group of transactions as a single code.
Enter or select information in the Folio Information and Additional Information fields (these fields are optional).
Enter a check number if paid by check (If adjustments are needed later, you can search for the transaction by check number).

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