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Front Desk

Folios: post, split and transfer charges

Post an incidental, open a second folio for the company, move a line between them, and settle to a numbered invoice.

Terakhir diperbarui

Who this is for: Front Desk, Manager, Owner — requires frontdesk.folio.post to post a charge, frontdesk.folio.transfer to add a folio or move a line, and frontdesk.invoice.issue to settle. Where: Front Desk → Folios & Billing

A folio is one account attached to a stay. Every charge and every payment lands on a folio, and its balance is simply the postings minus the payments.

A stay opens with one Guest folio at check-in, already carrying the room and tax postings and any deposit you took. It can carry more than one — a Company folio for the employer, an OTA folio for a channel that collects, a Master folio for a group.

Pick the stay from Stay at the top of the screen; its folios appear below with balances.

Post a charge#

  1. Select the stay.
  2. On the folio you want to charge, select Post charge.
  3. Choose Incidental for something the guest consumed, or Adjustment to correct the bill.
  4. Enter a description and the amount.
  5. Select Post.

The balance moves by exactly that amount. An Adjustment may be negative, which is how you credit a folio without pretending a refund happened — a refund moves money, an adjustment corrects a charge.

Open a second folio#

Splitting a bill in Nerve means giving the stay another account to put charges on.

  1. Select the stay.
  2. Select Add folio.
  3. Choose Company or OTA.
  4. Give it a label and, if there is one, an account reference.
  5. Select Add folio.

The new folio opens empty at zero. Nothing has moved yet — the split is the container; the transfer is what fills it.

Transfer a charge to another folio#

Once a stay has more than one open folio, every posting gets a Move → control beside it.

  1. Find the posting on the folio it is currently on.
  2. Open Move → and choose the target folio.

The line moves. Both balances update, and the total across the stay is unchanged — a transfer re-points a charge, it does not copy it, so nothing is ever counted twice.

A worked split#

A two-night stay whose company pays the room and the guest pays their own extras.

After check-in with a 100.00 deposit, the guest folio reads:

Line Amount
Room (2 nights) 800.00
Tax 80.00
Deposit (payment) −100.00
Balance 780.00

Post a Minibar 15.00 incidental and it becomes 795.00. Now add a Company folio and use Move → to send the Room and Tax lines onto it:

Folio Balance
Guest −85.00
Company 880.00
Stay total 795.00

The guest folio is now in credit, because the 100.00 deposit stayed where it was paid and only 15.00 of charges remain against it. The stay total never moved. Move the deposit too, or refund the credit — taking payments and issuing refunds covers both.

Tips

Move the charges, then look at the payments. A deposit is a payment on a folio, not on the stay, so a transfer that leaves it behind produces exactly the credit balance above. It is correct arithmetic and it surprises people every time.

Settle a folio#

  1. Bring the folio's balance to zero — take the payment, or transfer the remaining charges elsewhere.
  2. Select Settle & invoice.

A numbered invoice is generated whose lines match the folio, including anything transferred onto it. Settle & invoice stays disabled while the balance is anything other than zero; that is the gate, and it is deliberate.

A settled folio keeps every posting and payment. Checking a guest out settles their guest folio for you — see check a guest out — but a company or OTA folio on the same stay is settled here.

What's next#