Folio's functional

Release	2.5
Logus The Box	Yes

The reservation’s Folio - is the place where all settlements with the guest take place (payments, charging services, paying back, services correction).

To get to the Folio, click on the “Folio” tab in the reservation card (the current guest balance will also be indicated directly on the tab):

Folio buttons:

Transactions - display the folio like a list of transactions.

Sub-folios - display the folio like different window. (each transaction have an own section/sub-folio. It's used to divide transactions by types/legal entities/types of revenue)

Documents - displaying a list of generated documents. (bills, acts, etc.)

Forecast - shows the transactions, scheduled for posting. (only an accommodation transactions from the rate, and services from "Services" tab)

Show corrections - shows the package components included in the rate at which the guest accommodate.

New Document - an ability to create new document such a bill for prepayment. It can be a printable form.

Post Charge - button for posting services.

Add payment - button for adding payment.

Correct - button for correction of already posted and saved services.

Fiscalize - additional payment fiscalization. (for example, in situation when the paper ran out in the fiscal printer and the cash register receipt did not automatically go out)

Save - the ability to post transactions from schedule list. (ONLY after clicking the "Forecast" button)

Transfer - the ability to transfer a posted service or payment to another sub-folios in the selected reservation folio. Transfer only a posted service (it is impossible to do this with payment) to the selected sub-folios to the account of another guest reservation (Guest profiles).

Revert posted transactions - the ability of canceling scheduled accrual transactions.

Add discount - the ability to make a discount to the posted transaction..

Delete - the ability to delete a posted service until the moment the reservation card was saved.

Print - printing guest folio invoice.

Print

When you click the "Print" button, the following window pops up:

You can choose different template from pop-up window.

It can be detailed invoice, invoice with only one transaction, some special acts or etc.

In another pop-up window you can choose required sub-folios to print.

Also in the "Print" tab there is a button "Open in MS Word", which allows you to open an invoice in Word:

You can choose what you want to print, for this you need to mark one of 3 points:

All Transactions - prints everything in the folio;
Only checked - prints everything that is ticked;
All, except choosen - prints everything that isn't ticked.

"Print corrections" button - prints invoice with corrections of services in it.

"Print detalization" button - prints an invoice with details of posted services (for example, with the positions of a minibar)

Post Charge

When you click the "Post Charge" button, the pop-up window appears:

Transaction Code - unique transaction code to be posted.

Sub-folio - choosing the right sub-folio for posting.

Transaction's name - filled in automatically after selecting "Transaction Code". (can be changed if needed)

Comment - here you can type the comments you need.

Detalization - показать услуги с детализацией (например, позиции мини бара).

Plan a transaction posting - если Вам необходимо, чтобы транзакция начислилась в определенную дату, необходимо нажать на эту кнопку (эта возможность требует наличия у пользователя права "Начислять запланированные транзакции").

Discount -

Amount - в это поле необходимо вбить сумму либо она автоматически будет заполнена из настройки.