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. Or find a way to reverse Items
and/or Taxes from one folio so that they can be m...
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 from 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 i...
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...
We have had requests from customers who wish to automate the delivery
of Lock Codes
[https://docs.bookingcenter.com/display/MYPMS/Keys+and+Room+Access+Options]
to be sent using Auto Letters, as opposed to Self Checkin. This is
usually done to reduce cost...
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