Check Out a Reservation - Zero Balance, Refund and Payment .ng

Begin check out steps:

Select Departures tile on the Dashboard.

 Dashboard

All departures are listed by default. You can apply filters to narrow your view by selecting Pending or Departed. (Figure 1)

In this example, apply the Pending filter and locate the applicable reservation from those listed and click on it. (Figure 2)

The Reservation Details page loads. Select the Folio tab.

The Folio tab will show a zero balance due. If there is a balance due the system automatically settles the charges to the method of payment on file.

Select Check Out

If the reservation has a balance to be refunded, see article below for Check Out - Refund below

A final confirmation popup is activated, containing details of the reservation. Notice the “All folios are balanced” message at the lower left of the popup.

Select Confirm Check Out.

Option: print Folio for guest.

Re open the guest folio screen and click on Print

See Print Options and select which to include

Click on Print Folio

Where the Folio tab shows a refund owed select the Payment line item box, then select the Refund button

A refund reason popup activates. Select the applicable reason from the dropdown list, then select Next.

Refund Reason Page

A refund confirmation popup activates. Review details and select Confirm.

The refund is applied to the reservation and the popup closes. The Folio tab is updated with the refund line item.

Select Check Out and complete check out steps as described above for a zero balance folio.

Option: print Folio for guest.

Re open the guest folio screen and click on Print

See Print Options and select which to include

Click on Print Folio

The Folio tab will show a balance due. If there is a balance due the system automatically settles the charges to the method of payment on file.

In this example, we will collect payment prior to checking out the reservation

Select Payment

Collect Payment screen loads.

Options to collect Minimum, Total, Custom Amount or Split Payment are available

• Select to collect Total Stay Amount

• Select Payment Source

  • in this example we will choose Cash

Selecting any of the payment options offered will navigate the next steps

In this case, where we selected cash - the cash acceptance screen opens

• Click on Accept

Folio screen will open and you will see the folio is balanced where cash was accepted as the payment source.

• Select Checkout to check out the reservation

Same actions are taken if not checking out the reservation but simply collecting payment on a reservation

Select Confirm Checkout