Generating a ProForma Invoice

Prerequisites for 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 proforma folio only applies to Billing window #1. Room routing of charges are included on the proforma 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 Ability to Quote Rates in Foreign Currencies OPERA Control is active, any rate or package pricing setup in a foreign currency is converted to your property’s currency based on the current posting exchange rate. For more information, see Managing Currency Exchange Rates.

Note:

You cannot generate a proforma folio for a reservation in Checked Out, Cancelled, or No Show status.

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