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In this video you will learn how to post charges, make payments, view the guest's folio,
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and manage the billing options for a reservation. Let's get started. First to find the reservation
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click front desk and then in-house. Enter the room number and click search. Next click the
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arrow to open the I want to menu. On the I want to menu I can access actions related
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to this reservation including the action to check out early, edit payment instructions,
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set up routing instructions, or to go to the profile, or the reservation. In this example,
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I click billing to go to the billing details for this reservation. I can click the split view
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option to view window number one and window number two side by side, or I can click the arrow to open
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a list and select a different billing window to view in the panel. Next to add a charge to the
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reservation I click post charge. Each reservation has up to eight separate billing windows.
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Now click the code magnifying glass to select a code from the list and then click select. In this
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example, the billing window number two is selected and I enter one thousand dollars as the price.
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I could change the quantity but in the example I leave the quantity as
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one and then click apply charge. Now I can see on billing window number two the one thousand
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dollar banquet beverage charge is applied. I click the information folio to preview,
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print, download, or email an information folio for this reservation. In this example I select email
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add an email address,
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and then click save. Then I click process to send the folio by email. I can click the vertical
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ellipse to view more options for each billing window including edit posting, transfer posting,
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or to generate an interim folio. To add another reservation in billing I click other reservation
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and then click add a reservation. Now I can click search. Select the check box next to the
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reservation you want to add and then click select. Now I see the reservation is added and I can
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switch between the two reservations. To transfer charges between billing windows or reservations
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select the check box of the charges you want to transfer and then drag and drop the posting
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from one window to another window or to another reservation listed. To post a payment to a window
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click post payment. Now window 1 is selected. If needed I can click any window to post another
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payment. Next I enter the amount 1058.80. I can select any payment method from the list and then
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click apply payment. Now I can select preview, email to print for a pdf version or to email
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and then click process. Now I see the billing window number one is paid with a zero balance.