Generating Batch Folios

You can generate folios for multiple guests without having to open individual guest billing screens or the Folio History screen. You can generate folios before, during, or after a guest stay. After generating a Batch Folio, you can print, fax, email, or preview the Batch Report.

1. From the OPERA Cloud menu, select Financials, select Cashiering, and then select Batch Folios.
2. On the Folio Options panel:
   1. Enter or select the property.
   2. Select the folio option based on the type of batch folio you want to generate.
      Folios are organized by guest departure days. You can also select All Guests for in-house guests regardless of departure dates.
   3. Click Next.
3. On the Reservation Selection panel:
   1. Search for reservations matching the Folio Option you selected in the previous step.
   2. From your search results, select the reservations to include in the batch.
   3. Click Select.
4. On the Billing Options panel:
   1. Select one option under each of the following groups: Folio Scope, Billing Windows, and Payment Method.
      Your options vary depending on whether the guest is in house or has checked out. For example, a checked out guest would not receive an Advance Bill.
      When selecting Only Credit Cards as your payment method, click Simulate Zero Balance to print the folio showing a zero balance without posting a payment or checking out the guest.
5. On the Batch Report Destination screen:
   1. Make changes to the folio destinations if needed. You can either individually change the destination for each folio or change it for all folios. Confirm your selections before generating the batch folios.
   2. Click Process to print, fax, email, or preview the batch report.

• Generating Auto Folio Settlement Folios