Reservation card – Folios
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.
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Click on the reservation card
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Navigate to the Folios tab
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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:
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Room costs: all or part of it
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Extras
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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:
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Discounts
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Emailing folios & invoices
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Print Folio
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Export folio as PDF