Auto Folio Settlement Prerequisites

  • Folio Settlement types must be set up for the property.

  • You must have access to Batch Folios functionality.

  • Reservations must be marked for auto settlement.

  • Reservations must be credit card or direct bill payment types; cash and check reservations are not considered for automatic folio settlement.

  • The profile associated with the reservation must have a settlement type configured and the Auto Settle check box under the Payment Instructions on the reservation must be selected to qualify for the Auto Settlement process.