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.
Note:
You cannot generate a proforma folio for a reservation in Checked Out, Cancelled, or No Show status.When the Fiscal Folio Printing and Supporting Documents OPERA Controls are active a folio sequence number is assigned to the folio and details sent to the fiscal partner. For more information, see Using Supporting Documents.
- 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 Proforma Folio.
- Select the folio print options. For more information, see Generating a Folio for a Billing Window.
- Click Process.
Parent topic: Manage Billing