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.
When the Tax Folio Transaction Code OPERA Control has a value selected, and the Folio Type has the Tax Folio check box selected, generating a proforma invoice for a billing window with at least one of the Tax Folio transaction codes posted, generates a separate Tax Folio for the Tax Folio transaction codes.
Parent topic: About Billing