Steps

  1. Open Front Desk → Guest Folios for the selected property. A stay-linked folio opens the same folio review for that stay.

  2. Enter the guest name, room, reservation or folio ID in Search; choose Status and Type, then choose Search. Use the pagination controls to inspect other matching folios.

  3. Open the intended folio and confirm its guest, room, stay dates and reservation code before reviewing money. Check Status, Charges, Payments, Deposit and Balance Due in the folio currency.

  4. Inspect Bills and adjustments for each bill’s net, tax, gross, recorded payment and remaining balance; inspect Folio Entries for posted charges, payments, adjustments, transfers and reversals. A missing bill or loading error is not a zero balance.

  5. To collect the balance, choose Settle; it opens Billing Desk with this exact folio selected. Follow the folio-settlement procedure and confirm the posted outcome before returning to the folio.

  6. For an eligible company account, choose Transfer to AR and complete the City Ledger approval/transfer procedure in Billing Desk. A transfer is separate from collecting a payment.

  7. Return to the folio to verify the resulting balance and state, then use Departures for the separate checkout workflow. Opening a folio or settling one charge does not check the guest out.