Hotecx Hotel System

How to Add and Manage Folios

What is a Folio?

Think of it like a folder where you keep all the charges the guest has, like the room bills, bar bills, and payment slips.

A folio is automatically created for each booking when the booking is saved.

Multiple folios per booking

You can have multiple folios per booking. This is very useful if a guest needs to separate their business stay from their personal extra charges, or if there are multiple rooms in the booking, and each guest needs a bill.

1. Click on the reservation card

2. Navigate to the Folios tab

3. Creating a new folio is easy by pressing the “Add Folio” button

You can also remove empty folios

Note: You cannot remove folios with items inside

Move items between different folios

It would be useless to have multiple folios if there weren’t a smart way to move items between folios.

You can easily move:

• Room costs: all or part of it

• Extras

• Payment/Refund

Here’s how easy it is to do!

Tick the box in front of the room type name and click “Move To”

Other Features of Folio & Invoices

There is a whole load of small features that you might also expect:

• Discounts

• Emailing folios & invoices

• Print Folio

• Export folio as PDF