Guest Folios
The running bill for a stay.
Overview
A folio collects everything a guest owes during a stay: room charges, service charges and tax set on the property, services billed from guest requests, POS sales charged to the room, deposits, payments and refunds. A charge can be voided or transferred to another folio.
At check-out you can collect the balance first (the default for an individual guest) or bill it to an account (the only choice for a company booking). Check-out creates a customer record automatically if there is none, creates and posts an invoice in Accounting, applies the payments, and shows an error with a Retry button if the invoice could not be created. POS sales charged to the room appear on the folio for the guest but are not repeated on the hotel invoice, because POS has already booked that revenue.
The folio can be printed.
When to use guest folios
- You post charges or take payment during a stay.
- A guest checks out.
Prerequisites
Step by step
Screenshot for this step has not been captured yet — run npm run docs:flow.
Accounting impact
- Check-out creates an Accounting invoice and applies the folio payments to it.
What you see on the screen
- The screen says: “Running bills for in-house and past guests”
- Columns: FOLIO, GUEST, ROOM, CHECK-IN, DEPARTURE, TOTAL, BALANCE, STATUS.
- Actions on the screen: Open, Checked out, Invoiced.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- hospitality.folio.charge
- hospitality.folio.checkout
- hospitality.folio.payment
- hospitality.folio.read
- hospitality.folio.void
- hospitality.guest.manage
- hospitality.guest.read