Generating a Folio for a Billing Window

The Generate a Folio action provides a way to generate an information folio for a billing window.

  1. From the OPERA Cloud menu, select Front Desk, and then select In House.

  2. Enter search criteria and then click Search.

  3. Select the reservation from the search results and click I Want To...  and select Billing.

  4. ClickI Want To...  and then click Generate Folio for a Window.

  5. On the Generate a Folio screen:

    1. Select a Window (1 - 8).

    2. Select a  destination.

      1. Preview: Select to generate as PDF file. 

      2. Print: Select a printer from the list. For more information, see Configuring Printers.

      3. Email: Select an email address from the list.

        1. Click New Email to add an email address.

        2. Email Type: Select an email type from the list.

        3. Email Address: Enter an email address.

        4. Click Save.

      4. Download: Select to download PDF file.

    3. Click Process.