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A pro forma folio can be run for arriving guests or for guest who have already checked in. For guests not yet checked in, the pro forma folio could include room charges, fixed charges, and all associated service charges and taxes for the projected stay.
You can generate a preliminary bill, known as a proforma folio, with the actual and anticipated charges - such as fixed, package and accommodation charges and taxes - for the duration of the stay. A pro-forma folio only applies to Billing window #1.
A pro-forma folio can be generated for reservations prior to arrival or for reservations that have already checked in. For expected reservations, the pro-forma folio includes projected accommodation charges, fixed charges, routed charges, and all associated service charges and taxes for the stay duration.
The Pro-forma tax invoice is an estimate of the charges the guest will incur during their stay based on the rate and package information, and depicts what the guest's folio will look like at the end of their stay in the property.
Add a Folio to a Reservation. Setup Charge Routing on a Reservation. Transfer Charges to a Reservation, House Account, Group or Folio of the Same Reservation. Route Charges to a Reservation, House Account or Group Master. Manually Add a Charge to a Reservation. Adjusting Charges. Move Posted Payments to a Folio of the Same Reservation. Split ...
Pro-Forma Folio. The Pro-Forma Folio feature is available when the CASHIERING > PRO-FORMA FOLIO application parameter is set to Y. To prepare a Pro-Forma Folio, select the Pro-Forma Folio button on the Reservation Options menu or the Billing Options menu.
Generating the Folio with Package Information report - Transaction Summary By Date
A proforma invoice is necessary to bill for service to be provided, then once the service is rendered an actual invoice is generated. This document provides information on how to create a proforma invoice.
A pro-forma folio can be generated for reservations prior to arrival or for reservations that have already checked in. For expected reservations, the pro-forma folio includes projected accommodation charges, fixed charges, routed charges, and all associated service charges and taxes for the stay duration.
Generating a proforma invoice does not actually post the anticipated charges to the reservation account and is not regarded as an actual invoice or bill; it is a provided as an estimate only. The cashier number output on a proforma invoice is the cashier assigned to the user generating the folio.