Cashiering & Billing Modules (v1 & v2)
Welcome to Cashiering & Billing Modules. Use this landing page to find the billing, folio, payment, authorization, transfer, refund, and adjustment workflows your front desk and accounting teams need across the classic and new folio views.
Start here: Collect a Payment • Manually Authorize a Credit Card • Add a Folio • Refund a Payment
💳 Classic Cashiering
Manual charge posting, payments, authorizations, paid outs, service recovery, and standard folio tools.
🔄 Transfers & Routing
Move charges, payments, folio balances, and routed transactions across reservations, house accounts, and group masters.
🚀 New Folio View 2026
Quick Pay, Stop Charge, Bulk Print All Folios, advanced folio tools, sub-charge filtering, and manager overrides.
🔐 Authorizations & Refunds
Manual card authorizations, authorization adjustments, payment refunds, and payment exception handling.
📂 What you will find in this section:
To help your team quickly find the right billing workflow, this page is organized into four key areas across the classic and new folio views:
📂 Knowledge Base Articles
💳 Classic Cashiering
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Article |
What you'll learn |
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Create and manage additional folios on a guest reservation for custom billing setups. |
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Create and manage additional folios on a guest reservation for custom billing setups in the new folio view. |
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Adjust, credit, or correct posted charges on a guest reservation folio. |
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Adjust, credit, or correct posted charges on a guest reservation folio in the new folio view. |
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Collect guest payments on a reservation using cash, credit card, or alternate payment methods. |
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Collect and process guest payments on a reservation in the new folio view. |
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Apply manager adjustment credits and show adjustment details on printable guest receipts. |
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Process manager charge adjustments and display adjustment details on printable guest receipts in the new folio view. |
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Post individual charges, incidentals, or fees to a guest reservation folio. |
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Manually post individual charges, incidentals, or fees in the new folio view. |
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Advance cash to guests and post the corresponding paid-out charge to their reservation folio. |
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Process paid-out transactions and post the corresponding charge in the new folio view. |
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Select and print specific charges and payments for customized, accurate guest receipts. |
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Process service recovery adjustments and guest compensations to resolve service issues. |
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Process service recovery adjustments and guest compensations in the new folio view. |
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Split a guest folio and process secondary payments after check-in. |
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Split a guest folio and process secondary payments after check-in in the new folio view. |
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Switch between Net View and Detail View to control how adjustments display on receipts. |
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Switch between Net View and Detail View on guest folios in the new folio view. |
🔐 Authorizations & Refunds
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Article |
What you'll learn |
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Reduce credit card authorizations and resolve gateway limits when authorized amounts cannot be lowered. |
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Process manual credit card authorizations to secure funds on guest accounts. |
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Process manual credit card authorizations in the new folio view. |
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Issue refund credits to any designated payment method, regardless of the original payment type used. |
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Resolve payment adjustment errors when reducing credit card authorizations by completing the authorization and refunding excess amounts. |
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Issue payment refunds for cash, credit card, and other payment methods on a guest folio. |
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Process and issue payment refunds in the new folio view. |
🔄 Transfer & Routing
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Article |
What you'll learn |
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Transfer remaining posted charges and payments from a guest reservation to a designated house account. |
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Transfer remaining folio balances from a guest reservation to a designated house account in the new folio view. |
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Route Charges to a Reservation, House Account or Group Master |
Set automated charge routing to another reservation, house account, or group master profile. |
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Route Charges to a Reservation, House Account or Group Master.v2 |
Set up automated charge routing in the new folio view. |
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Move all charges and payments between folios in a single action using Advanced Folio view. |
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Transfer posted charges between folios within the same guest reservation. |
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Transfer posted charges between different folios within the same guest reservation in the new folio view. |
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Transfer posted payments between folios on the same guest reservation. |
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Transfer posted payments between different folios on the same guest reservation in the new folio view. |
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Transfer Charges to a Reservation, House Account or Group Master |
Transfer one or more charges to another reservation, house account, group master, or folio. |
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Transfer Charges to a Reservation, House Account, Group Master or Folio.v2 |
Transfer single or multiple folio charges in the new folio view. |
🚀 New Folio View 2026
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Article |
What you'll learn |
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Generate and print every folio and invoice for a reservation or Group Master in a single action. |
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Email completed guest folios and receipts to guests after checkout. |
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Rapidly process and post single-click payment transactions directly to a reservation folio. |
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Split rates on a reservation folio in the new folio view. |
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Add and manage internal stay remarks on a reservation folio. |
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Block new charges on a reservation, folio, or account without changing previously posted transactions. |
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Filter and select specific sub-charge line items without displaying unrelated options. |
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View payment schedules within a reservation folio to manage upcoming guest payment obligations. |