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Knowledgebase : MyPMS > Folio Management
To transfer a transaction to a folio in another Guest Booking, there must be a transaction created in the original folio AND a corresponding transaction created in the new folio. For better record keeping, we recommend creating a Receipt Type called Tra...
MANAGING GIFT CERTIFICATES ON A DAILY BASIS When you get a person who wants to BUY a Gift Certificate, sell them one in the House Accounts Screen (FRONT DESK | HOUSE ACCOUNTS). Make sure you place the Gift Certificate number in the Description field so ...
Many properties sell and accept Gift Certificates as a normal course of business. Here is how BookingCenter recommends doing this. Hint: Many of our properties use a spreadsheet (MS Excel or Lotus 1-2-3) to list the Gift Certificate they are selling and t...
Taxes are configured in the Setup area under SETUP|SETTINGS|TAX CONFIGURATION In North America, most businesses charge taxes _ON TOP OF_ their rates, as they do not advertise taxed rates. If you do not charge tax, don't tick either box for "Collect". If...
Groups often want to manage charges between the group folio and individual folios. For example, you have a new group for a wedding and the parents of the bride have agreed to pay all the rooming charges for the wedding party, but all other incidentals are...
While rare, occasionally a transaction will fail when the property attempts to settle credit cards. This can happen due to a guest exceeding their credit limit after the properties auth has expired, a card being canceled prior to settlement, a security 'h...
DIRECT BILL PAYMENTS TO FOLIOS AFTER A GUEST HAS CHECKED OUT. When using Direct Bill to pay off a folio - either a Booking or a Group Booking - the Accounts Receivables section for the Company you are applying the Direct Bill to will get updated in rea...
HOW TO EDIT DIRECT BILL PAYMENTS TO THE ACCOUNTS RECEIVABLES (A/R) SYSTEM AFTER CHECK OUT? The BookingCenter Accounts Receivables (A/R) system takes all Direct Bill payments - both positive numbers (debits) and negative amounts (credits) - and posts them...
Properties often need to release a pending authorization. This can often be due to a guest with a credit card guarantee wishing to pay their balance in cash, or staff error. To release an authorization simply go to the Manage Credit Card screen of the b...
In the event that you need to manually charge room rent to a guest(s) account you may do so from 'Add Charge' field on the Folio tab. If you wish to manually charge folios on the current business day simply load the folio, select 'Room Rent' from add ch...
Go to FRONT DESK | HOUSE ACCOUNTS and click on the Tab of Folio you need to close. To Close a House Account Folio, there must be at least one charge and payment and the folio must be balanced at $0. When the Folio is balanced, a "Close this Folio" butto...
FOLIO SETUP: HOW TO GET FOLIOS TO PRINT WITH TAX BREAKOUTS AND SUB TOTALS BookingCenter works with a variety of tax standards (VAT, GST, County taxes, nightly taxes, etc) where some tax districts require that taxes be sub totaled or broken out in detail....
There many be times when you receive a one payment several rooms and the payment needs to be divided up and applied to each of the guest bookings. To move a transaction from one booking to another booking, there must be a transaction created in the orig...
The first step in making a 'Direct bill' relationship with a Company is creating a Company record in the Setup area. Go to SETUP | RELATIONSHIPS | COMPANIES. This creates the Company relationship, extends credit to the Company, opens an AR Account and app...
Manually Dating Items / Charges to a Folio We do offer a feature for this setting the date for a Charge to a future date. If you want to use post dating on items just let us know and we can turn on this feature in the software. It is a BookingCenter staf...
MYPMS FOLIO - TOP HELP ARTICLES This page highlights the Top Help Articles users have found to be most usefull when working with the MyPMS Folio Screen: KNOWLEDGEBASE ARTICLES: Room Rent wasn't posted, How do I manually charge Room Rent? [https://su...
Each Company gets a credit limit. When the A/R (the 'accounts receivable', or what has already been charged to a Company) exceeds that limit, then you get' _DIRECT BILL CREDIT LIMIT EXCEEDED_ ...when posting a BD:. You have a few choices at...
HOW DO I GIVE A DISCOUNT TO THE GUEST? There are times when you need to provide a discount to a guest when a booking is created or after the booking has already been created.There are two options for giving a discount. The option you choose depends on whe...
This page highlights the Top Help Articles users have found to be most usefull when working with the Packages Screen: KNOWLEDGEBASE ARTICLES: **Selling Packages Online** [https://docs.bookingcenter.com/display/MYPMS/Packages] Complete Guide to setup a...
There is no way to 'Add a Direct Bill Payment' to a House Account folio at this time (we are working on it, though). In the meantime, if your House Account charges need to be Direct Billed to a Company for payment later on, here is what we recommend: Cr...
When you unlink a reservation from a group, the group booking data is no longer linked to the booking. The booking details will remain the with the Individual after it is unlinked. To unlink an individual booking from a Group booking, follow these steps...
Because the A/R (accounts receivables area) will allow multiple payments to a "DB:" to be posted to a _SINGLE FOLIO_, the A/R is a 'dynamic' statement. If these payments are posted 'along the way', the A/R will reference a folio that may have additional...
The Folio is a powerful and flexible tool for applying charges and payments to a customer's bill. Each Individual and Group booking has a Folio Tab in the Booking Screen. All Charges and Payments will appear in the Primary Folio and can be modified easily...
House folios have the same functionality as the Guest folios, however they are NOT linked to a room number or Guest. House Account folios are useful when you have items other than Room related charges such as meals, point of sale items. This can be for an...
Customize a POS Receipt Letter to email or print from your House Accounts Folio to your POS printer. This new Letter Type, called "POS", is used in conjunction with the Print/Email function in the House Account. The POS Receipt is a Letter and is viewed a...
To create a Receipt for all or selected items in any House Account Folio, use the POS Receipt function located below the Folio, called "Print checked items to POS Printer". The Receipt is a Letter and is set up and customized in SETUP | PARAMETERS | LETTE...
Manage House Accounts with Search, Print and Email functions. To learn more on House Accounts and managing folios see, House Accounts Folios. [https://support.bookingcenter.com/index.php?/Knowledgebase/Article/View/587/] Go to FRONT DESK | HOUSE ACCOUNT...
PACKAGE RATE PLANS NOW INCLUDE A LINK TO DISPLAY THE PACKAGE ITEMS WITH THE PRICE, THE QUANTITY, AND THE RECUR TIME. * The link is visible next to the Package Rate in the New Bookings and in the Booking Details when a Package Rate is chosen. * When ...
The Folio of every Guest Booking, Group Booking and House Account MUST BE BALANCED on the departure date in order to check-out a guest AND to complete the Night Audit. A guest due to check out with an unbalanced folio will appear in the Night Audit under ...
There are many times when a property wishes to use a Complimentary or Free Rate in a Booking. There are ways to do this, but we usually recommend the approach that gives the best tracking analysis of Comp Rooms. Best apporach: Create a rate plan you ca...
If one wished to Place a Cleaning or Meal Plan fee(s) into a Rate (common requests fro our customers), there are a few ways to do it: * If the Cleaning fee is for _TRACKING PURPOSES ONLY_, and is already embedded into the Rate, then the easiest way is ...
BookingCenter has been working with Long Term Stay properties for over 20 years and has some great tools for managing the unique needs of Long Term Stay guests. Here are a few common questions when managing these types of bookings: * Rates - We have...