Generating a Folio for a Billing Window

By default, folios are generated in the style selected in the Default Folio Style OPERA Control., but you select a different style in the Folio Print Options. When the Multi-currency OPERA Control is active you can generate folios in any currency for which exchange rates are setup. For more information, see Managing Currency Exchange Rates. When the Additional Folio Text OPERA Control is active you can enter reservation-specific promotional or reference text to include on the folio. For example, this is useful to indicate a travel agent voucher number or purchase order reference details on an AR invoice.

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. Click I Want To. . . and then click Generate Folio for a Window.

5. On the Generate a Folio screen:

   1. Select a Window.

   2. Folio Print Options:

      1. Folio Style: Click to select a folio style. For more information, see Selecting Folio Styles for Viewing, Printing.

      2. View in Currency: Click to select a currency from the list (Available when the Multi-currency OPERA Control is active).

         1. Select a currency from the list.

         2. Click Select.

      3. Folio Text: Click to add folio-specific text to appear when generating the folio (Available when the Additional Folio Text OPERA Control is active).

         1. Enter Promotional or Reference text into the fields.

         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: 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.

   4. Click Process.