Billing enables you to post and adjust guest charges, move charges, post payments, generate folios, print and share folios, and perform many other tasks related to guest billing. You can also view the charges posted to the guest’s folio.
The guest folio provides eight billing windows (numbered 1 – 8). Each window holds charges, payments, or adjustments based on the guest or property requirements. For example, a guest might want room rate charges stored in Window 1, room service and restaurant charges in Window 2, business center charges in Window 3, and so on. You can also set up different payment methods for each window and move payment methods from one window to another.
When you only have charges on a single billing window, the billing window opens in single window view. This is indicated by the single window view button being disabled. If there are charges on two billing windows, it opens in panel view where two billing windows appear side by side. If there are charges on more than two windows, the billing windows open in panel view with the billing window drawer open to show the other windows. You can toggle between single and panel views by clicking the appropriate view button on the billing window.
You can do the following when managing a guest’s billing:
Post charges to the guest account by transaction code, price, and quantity. You can post charges in any of eight separate Windows.
Accept and post guest payments by credit card, cash, or check to any of the eight Windows.
Reverse a payment by creating a new transaction in the same amount. This option appears after you select a payment transaction.
Edit postings or transfer entire folios or partial postings to other folios or guest rooms.
Adjust transaction by amounts or percentages. You can provide reason codes and descriptions for the adjustments.
Split a single transaction into two transactions based on an amount or a percentage. Split amounts appear in separate rows on the Manage Billing screen.
Print, email, fax, or preview a folio by Window or currency.
Search for all transactions made by the guest or enter search criteria to find only specific transactions.
Move postings from one Window to another Window.
View notifications. The notification window opens up by default with a red notification icon showing the number of notes waiting to be read.
Expand the guest’s business card to view profile information and more.
Parent topic: Cashiering and Finance