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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.

  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