Posting Charges to a Reservation Account

Use the Post Charge action to post charges to an in-house reservation account. When the Pre-Stay Charges OPERA Control is active you can also post charges to future reservations with pre-stay charging privileges. When the Post-Stay Charges OPERA Control is active you can also post charges to checked out reservations with post-stay charging privileges.

You can post charges to any of eight different billing windows. A payment method icon and profile name appears for each billing window to indicate the payee and payment type for the billing window. Select the Views icon to toggle between single or dual billing window display.

Charges posted may be transferred to another window or reservation according to reservation routing instructions.

Note:

You will be prompted with a warning when posting charges to reservations flagged as 'no post' in reservation payment details. Users with the Post Charges to No-Post Reservations task assigned to their roles may override post the charge.

Note:

When the Rollup Transactions OPERA Control is active, charges posted with the same check number (e.g., Restaurant Food and Restaurant Tax) will be rolled up into a single line item in Billing. The posting will have a plus sign ( + ) in the Code field, with the check number following the Description. Double-click on the plus sign to expand and display the individual charges included in that check number.

Posting Charges

Note:

When you post a (cash) paid out charge you will be prompted to generate a paid out receipt for guest to sign.

Note:

When the Allow Negative Postings (Charges) OPERA Control is inactive you cannot post negative charges to reservation accounts ; overriding the Post Negative Amounts task assigned to your role(s).

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

2. Enter search criteria and click Search.

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

4. On the Manage Billing screen, click Post Charge then complete the following

   1. Window: Select the billing window for the charge (defaults to the current billing window).

   2. Code: Enter or select a charge code from the list. As you enter the transaction code description a list of matching codes is displayed.

   3. Price: Enter the amount of the charge. Price may default based on the transaction code selected.

   4. Quantity: Enter the quantity of the charge. The total amount posted is Price x Quantity.

   5. Arrangement: Select an arrangement code from the list. An Arrangement Code is a folio grouping code that controls the display of this transaction on the folio. (Available when the Folio Arrangements OPERA Control is active ). For more information, see: Selecting Folio Styles for Viewing, Printing.

   6. Supplement: Enter any supplementary information text. If a negative price is entered, this field is mandatory to ensure a reason for the negative (rebate) posting is provided.

   7. Reference: Enter any reference information. This field is also used to auto-note any transferred postings and/or interface information, such as phone details.

   8. Check Number: Enter a POS check number if applicable. Field may be mandatory based on setup of the transaction code.

   9. Click Apply Charge or click Apply Charge and Post Another to post another charge.

Posting Articles

(Available when the Articles OPERA Control is active)

A charge transaction code can sometimes serve as an "umbrella" for multiple individual items, or articles, that can be posted using that code. At times it may be desirable to break out these separate articles for billing and revenue-tracking purposes.  For example, a single "minibar food" transaction code might cover potato chips, crackers, peanuts, pretzels, and so forth. Using articles setup, you can specify an individual article number that identifies each of these food items, even though they are all grouped under the same transaction code. Moreover, you can specify a default price for each article, just as you can for transaction codes. Then, instead of posting a lump sum to the minibar food transaction code, you have the option of posting each individual article and its quantity and price. Using our example, rather than posting 7.75 to minibar food, you can post 5.00 for two bags of peanuts and 2.75 for potato chips. Two separate charges to the minibar food transaction code will appear on the folio (one for 5.00 and one for 2.75). 

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

2. Enter search criteria and click Search.

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

4. On the Manage Billing screen, click Post Charge then complete the following

   1. Window: Select the billing window for the charge (defaults to the current billing window).

   2. Code: Enter or select an article code from the list. As you enter the article description a list of matching codes is displayed.

   3. Price: Enter the amount of the charge. Price may default based on the article selected.

   4. Quantity: Enter the quantity of the charge. The total amount posted is Price x Quantity.

   5. Arrangement: Select an arrangement code from the list. An Arrangement Code is a folio grouping code that controls the display of this transaction on the folio. (Available when ). For more information, see: Selecting Folio Styles for Viewing, Printing.

   6. Supplement:Enter any supplementary information text. If a negative price is entered, this field is mandatory to ensure a reason for the negative (rebate) posting is provided.

   7. Reference: Enter any reference information. This field is also used to auto-note any transferred postings and/or interface information, such as phone details.

   8. Check Number: Enter a POS check number if applicable. Field may be mandatory based on setup of the transaction code.

   9. Click Apply Charge or click Apply Charge and Post Another to post another charge.

Posting (Cash) Paid out Charges

Paid out is a special type of charge that identifies cash payment as given out from your cash draw. A paid out receipt is generated after posting a paid out charge; the recipient of the cash can sign the receipt to confirm acceptance.

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

2. Enter search criteria and click Search.

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

4. On the Manage Billing screen, click Post Charge then complete the following:

   1. Window: Select the billing window for the charge (defaults to the current billing window).

   2. Code: Enter or select a paid out charge from the list. As you enter the transaction code description a list of matching codes is displayed.

   3. Price: Enter the amount of the paid out

   4. Supplement: Enter any supplementary information text. If a negative price is entered, this field is mandatory to ensure a reason for the negative (rebate) posting is provided.

   5. Reference: Enter any reference information. This field is also used to auto-note any transferred postings and/or interface information, such as phone details.

   6. Click Apply Charge or click Apply Charge and Post Another to post another charge.