Generating a ProForma Invoice

Prerequisites for Generating a ProForma Invoice

You can generate a preliminary bill, known as a proforma folio, with the actual and anticipated charges - such as fixed, package and accommodation charges and taxes - for the duration of the stay. A pro-forma folio only applies to Billing window #1. Room routing of charges are included on the pro-forma Folio for the "routed-to" reservation and not for the "routed-from" reservation. Generating a proforma folio does not actually post the anticipated charges to the reservation account and is not regarded as an actual invoice or bill; it is a provided as an estimate only.

When the Multi-currency OPERA Control is active, any rate or package pricing setup in a foreign currency will be converted to your properties currency based on the current posting exchange rate. For more information, see Managing Currency Exchange Rates

Note:

You cannot generate a pro-forma folio for a reservation in Checked Out, Cancelled, and No Show status.

1. From the OPERA Cloud menu, select Bookings, select Reservations, and then select Manage Reservation.
2. Enter search criteria then click Search.
3. Select the reservation from the search results , click I Want To... and select Billing (or click the Balance value).
4. Click I Want To . . . and then click Pro-Forma Folio.
   1. Folio Style: Click to select a folio style. For more information, see Selecting Folio Styles for Viewing, Printing.
   2. Folio Text: Click to add folio-specific text to appear when generated.

      1. Enter Folio1 and Folio2 (promotional or reference) text.

      2. Click Save.

   3. 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: Enter an email address; separate multiple addressed with a semi-colon.

      4. Download: Select to download PDF file.

   4. Click Process.