Folio Transaction Editing
After expenses and payments are entered into the folio, they appear on the folio screen and can be printed. If adjustments are needed on these records, the following actions can be used:
Refund: Creates a refund for part or all of the transaction amount.
Discount: Applies a discount to part or a percentage of the transaction amount.
Transfer: Does not change the selected transactions but transfers them to another room or to another guest in the same room.
Split: Divides the transaction into two or more parts.


1 – Refund The full amount or a portion of the amount posted in the folio can be refunded using the refund action.

2 – Discount If a reservation has a reduced or special rate, discounts can be applied to the folio amounts. The discount can be either a fixed amount or a percentage.

3 – Transfer
Folio Transfer: Used to transfer transactions from one reservation folio to another.
Guest Transfer: Used to transfer transactions from one guest to another within the same folio. To complete a transfer, select the transactions to be moved, then choose the target reservation or guest.


4 – Split The split action is used to separate part of a transaction in order to process it differently—for example, to transfer it to another guest or room. There are two options for splitting:
Divide the transaction into an equal number of parts.
Separate a specific amount into two parts.

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