Managing Reservation Deposit Request and Cancellation Policy
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Reservation deposit deals with managing the deposit requirements and payment that guests make prior to their stay.
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Reservation cancellation covers the handling of cancellation penalty charges that might involve forfeiture of deposits paid.
You can define and schedule Deposit / Cancellation rules from Booking Rules and Schedules allowing you to automatically apply the Deposit / Cancellation rules for reservations with a specific rate codes or reservation types. You can also manually add deposit requests and cancellation policies directly to a reservation.
Note:
Only one deposit rule and one cancellation rule is in effect at a time - the rate code rule takes precedence, followed by the reservation type rule, and finally by any rule manually set up on the reservation.
When the Generate Advance Bill/Folio for Deposit OPERA Control is active, an Advance Folio Generated field indicates whether an Advance Folio for Deposit is generated.
Add Reservation Deposit / Cancellation Details
Note:
Deposit and cancellation schedules are purged 180 days after reservation check out, no-show or cancellation. If a deposit has been refunded on no-show or cancelled reservations, this data is not deleted.-
From the OPERA Cloud menu, select Bookings, select Reservations, and then select Manage Reservation.
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Enter search criteria and click Search.
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Select the reservation in the search results, click I Want To . . . and select Deposit / Cancellation or open the reservation and click Deposit / Cancellation in Reservation Presentation.
Note:
Deposit / Cancellation details appear if the rate code or reservation type selected for the reservation has a deposit and/or cancellation rule. -
Add Deposit Request: Click New and enter the following details:
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Deposit Rule: Select a deposit rule from the list to setup the deposit requirements or manually enter details. For more information see: Configuring Deposit Rules.
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Percentage: If a deposit rule was selected, a percentage of the rate will populate the field. Update the field as required.
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Deposit Amount: If a deposit rule was selected, a deposit amount will populate the field. Update the deposit amount as required.
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Due Date: If a deposit rule was selected, a due date will populate the field. Update the deposit amount as required.
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Comments: Enter any comments applicable.
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Click Save.
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Add Cancellation Penalty: Click New and enter the following details:
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Cancel Rule: Select a cancel rule from the list to set up the cancellation policy or manually enter the details. For more information see: Cancel Penalties (Cancellation Penalty Rules).
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% Cancel: Enter the percent of the total charge for the number of room nights specified in Room Nights that is to be charged as a cancellation penalty (if the Percentage method is used to compute the penalty).
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Room Nights: The number of room nights for this reservation.
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% Due: Enter the percentage of the cancellation amount due.
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Cancel Amount: The amount of the cancellation charge.
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Cancel Date: Enter the date on or before the cancellation must take place to avoid application of the cancellation penalty.
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Comments: Enter any applicable comments.
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Click Save.
Edit Reservation Deposit / Cancellation Details
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From the OPERA Cloud menu, select Bookings, select Reservations, and then select Manage Reservation.
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Enter search criteria, click Search.
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Select the reservation in the search results, click I Want To . . . and select Deposit / Cancellation or open the reservation and click Deposit / Cancellation in Reservation Presentation.
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Select the Deposit Rule or Cancellation Penalty.
- Click the vertical ellipsis Actions menu, and then click Edit
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Update the details.
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Click Save.
Delete Reservation Deposit / Cancellation Details
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From the OPERA Cloud menu, select Bookings, select Reservations, and then select Manage Reservation.
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Enter search criteria and click Search.
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Select the reservation in the search result, click I Want To . . . and select Deposit / Cancellation or open the reservation and click Deposit / Cancellation in Reservation Presentation.
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Select the Deposit Rule or Cancellation Penalty.
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Click the vertical ellipsis Actions menu, and then click Delete.
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Click Delete to confirm.
Related Topics
Parent topic: Managing Reservations