Charging Purchases Using Post It
Post It does not support room charge to future reservations enabled with pre-stay charging. See, Managing Reservation Payment Instructions
Posting Charges using Post it
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From the OPERA Cloud menu, select Financials, select Cashiering, and then select Post It.
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Select an article or a transaction code for posting. Alternatively, if the item has a UPC number, you can enter value in the UPC field using a UPC scanner or by manually typing it.
Note:
The selected item and its price (and associated taxes) appear in the cart. -
Select [x] next to an article in the cart to remove the item.
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Repeat the steps to post additional items to the cart.
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To settle the cart, click Pay.
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If settling the cart balance to a room reservation, click the Charge to Room check box.
Note:
User role must be granted Charge to Room (Settlement) task to settle balance to a room reservation account.-
Enter a room number or guest name and click Search.
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To include Open Folio reservations click the Open Folio check box.
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Select the required reservation from search results.
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If settling to a credit card, select the payment method, and enter card number, expiration date, and card holder name (swipe or tap card if payment integration is active at property).
Note:
A Card Present check box is available when the Payment Services Directive OPERA Control is active. This check box is deselected by default and remains deselected if you manually enter a credit card number. A 'Credit Card Was Entered Manually' message appears when you manually enter a credit card. This check box is automatically selected if you insert or swipe a credit card in a credit card terminal.
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You can also search and select a profile and enter reference text to generate a personalized folio.
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Click Complete Sale to post the settlement.
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To post negative items, first select the Activate Minus Posting button and then select the article(s) being adjusted. The button then changes to Deactivate Minus Posting to enable the posting of articles.
Note:
Your user role must be granted Post a Negative Post It Article task.
Posting Charges using Fast Post
Fast posting is used to rapidly post the same charge to multiple room reservation accounts. This feature is useful for manually posting point of sale (POS) charges to room accounts when integration with the POS system is unavailable. Other uses are for posting laundry or mini bar (summary totals).
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Select Fast Post check box.
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Code. Enter or select the charge transaction code to be posted.
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Room / Name. Enter or select the room reservation the charge is to be posted to.
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Amount. Enter the amount of the charge.
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Click Post.
The Code field will retain the selected charge code - repeat entry of Name/Room and Amount to a post new charge.
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