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.- From the OPERA Cloud menu, select Bookings, select Reservations, and then select Manage Reservation.
- Enter search criteria then click Search.
- Select the reservation from the search results , click I Want To... and select Billing.
- Click I Want To . . . and then click Pro-Forma Folio.
- Select the folio print options. For more information, see Generating a Folio for a Billing Window
- Click Process.