The following reflect the updated folio view that is rolling out to NextGen clients - 2026.
Please note - Articles contained here depict BASE functionality of the system, permissions and configurations can vary from Enterprise to Enterprise.
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Add an Additional Folio to a Reservation .ng - v2 -
Manually Add a Charge to a Reservation .ng - v2 -
Transfer Charges to a Reservation, House Account, Group Master or Folio .ng -v2 -
Route Charges to a Reservation, House Account or Group Master .ng -v2 -
Adjusting Charges .ng -v2 -
View Payment Schedules .ng -v2 -
Viewing Adjustments (Net View & Detail View) .ng -v2 -
Transfer a Payment to a Folio in the Same Reservation .ng -v2 -
Transfer a Charge to a Folio in the Same Reservation .ng -v2 -
"Transfer All" in Advanced Folio View .ng -v2 -
Refund a Payment .ng -v2 -
Collect Payment on a Reservation .ng -v2 -
Manager Charge Adjustment .ng -v2 -
Manually Authorize a Credit Card .ng -v2 -
Payment Adjustment Not Allowed .ng -v2 -
Service Recovery .ng -v2 -
Paid Outs .ng -v2 -
Email Guest Folio - Post Check Out .ng -v2 -
Split Rates on a Folio .ng -v2 -
Folio Balance Transfer to a House Account .ng -v2 -
Split Folio and Add Payment After Check In .ng -v2 -
Stop Charge .ng -v2 -
Quick Pay .ng -v2 -
Stay Remarks on a Folio .ng -v2 -
Sub-Charge Search and Selection .ng -
Bulk Print All Folios and Invoices .ng