1. User Guide
  2. OPERA Cloud
  3. Financials
  4. Cashiering and Finance
  5. Manage Billing

Manage Billing

Billing is used to manage in house, due out, and checked out with open folio reservation accounts. You can view, post, adjust or transfer charges, post payments, generate folios, and perform many other tasks.

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Each reservation account is divided into eight sub-accounts (commonly called windows) that are numbered #1 - #8). Each sub-account (billing window) is linked to a payee profile and can be used in conjunction with charge routing (available when the Routing OPERA Control is active) to automatically route selected charges to the sub-accounts. For example, account #1 could be for all charges to be settled by the guest, and account #2 could be linked to a company profile for all charges to be settled by the guest’s employer.

Billing can display a single sub-account window or two sub-account windows side-by-side. When charges only exist in a single billing window, billing opens in single panel view. If charges exist on two billing sub-account windows, billing opens with two account panels appearing side-by-side. If charges exist in more than two sub-accounts, billing opens in panel view with the billing drawer displayed to indicate the balance in other sub-accounts. You can toggle between single and panel views by clicking the appropriate view button on the billing window.

When the Oracle Hospitality OPERA Comp Accounting Cloud Service or Oracle Hospitality OPERA Cloud Service Casino and Gaming Management are active, additional sub-accounts (#101 - #108) are available for the management of complimentary charges.

When the Fiscal Folio Printing and Offline Folio OPERA Controls are active, you can settle the folio when the fiscal service is unavailable. The Fiscal Folio/Payload for the Offline Folios can be generated and transmitted to the Fiscal Service from Folio History.

Reservation Cashiering Notes appear in the Notifications area. When accessing Billing, the Notification panel automatically opens to display the reservation Cashiering notes. Unread notes are marked with a vertical blue indicator and a bold title. Click Mark All as Read to clear the indicator.

You can do the following when managing a guest’s billing:

  • Post charges to the guest account by transaction code, price, and quantity. You can post charges in any of eight separate windows.

  • Accept and post guest payments by credit card, cash, or check to any of the eight windows.

  • Reverse a payment by creating a new transaction in the same amount. This option appears after you select a payment transaction.

  • Edit postings or transfer entire folios or partial postings to other folios or guest rooms.

  • Adjust transactions by amounts or percentages. You can provide reason codes and descriptions for the adjustments.

  • Split a single transaction into two transactions based on an amount or a percentage. Split amounts appear in separate rows on the Manage Billing screen.

  • Print, email, or preview a folio by window or currency.

  • Search for all transactions made by the guest or enter search criteria to find only specific transactions.

  • Move postings from one window to another window.

  • View notifications. The Notification window opens up by default with a red notification icon showing the number of notes waiting to be read.

  • Expand the guest’s business card to view profile information and more.

Parent topic: Cashiering and Finance