Auto Folio Settlement Process

From the Batch Folios screen, you can select folios to automatically settle and initiate the automatic folio settlement process under these conditions:
  • Reservations must be eligible for automatic settlement.

  • Payment type must be eligible for automatic settlement. Cash and check payment types are not able to be automatically settled, and other settings in OPERA Controls can restrict other payment types.

  • The window selection you choose to settle must include a posted amount for settlement. Folios with a zero balance are not eligible to be automatically settled.

  • Your user account must have access to the Batch Folio feature.