Group bookings and master-folio routing

Who this is for: Front Desk, Manager, Owner — requires frontdesk.folio.post to reach the screen and frontdesk.folio.transfer to open the master or change a routing. Where: Front Desk → Group Billing

A group is one reservation holding several stays — see creating a group booking. Group Billing is where you decide who pays for what across them.

The usual arrangement: the organiser's master folio takes room and tax for every room, and each guest keeps their own extras on their own folio. That is one setting per stay, and you can change it at any point during the group's stay.

Pick the group from Group reservation at the top; only reservations holding more than one stay appear there.

Open the master folio#

Until a master exists, every charge bills to the guest it belongs to.

1. Select the group.
2. Select Open master folio.
3. Give it a Label and, if there is one, an Account reference — the company or block reference you will invoice against.
4. Choose the Initial split for every stay.
5. Select Open master folio.

The master appears above the rooming list with its own balance. The initial split is applied to every stay in the group; adjust individual stays afterwards.

Route a stay's charges#

The rooming list has one row per stay, with a Billing split control on each:

Split	What lands on the master
Guest pays all	Nothing
Room & tax → master	Room and tax; incidentals stay with the guest
All charges → master	Room, tax, incidentals and adjustments

1. Find the stay's row.
2. Change its Billing split.

Changing a routing moves the postings that are already there, not just the ones to come. The On master and Guest balance columns and the group total all update together, and the arithmetic holds in both directions — move a stay onto the master and back and every balance returns to where it started.

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A charge lands on exactly one folio. Room and tax routed to the master do not also appear on the guest folio; the routing decides where the posting goes, so there is no double counting to reconcile.

The footer carries the whole picture: the master balance, the guests' total, and the group total across both.

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Route before the group checks in where you can. Routing after the fact works and is safe, but the guests have already seen their folios, and explaining a bill that changed is more work than setting the split up front.

Settle the master#

1. Take payment on the master with Take payment — the same dialog as Payments.
2. Once its balance reaches zero, select Settle & invoice.

Settling the master clears only what was routed to it. Each guest folio still carries its own incidentals and is settled on its own — at check-out, or from Folios & Billing.

The Billing split controls are disabled once the master is no longer open, so settle it last.

What's next#

• Create, change and cancel a reservation — booking the group in the first place
• Folios: post, split and transfer charges — moving a single line by hand
• Check a guest out — departing each stay in the group