Setting parameters to Email folios

  1. Select Front Desk > Guest Stay.The Guest Stay screen is displayed.
  2. Select the Email Documents icon. The Email Folio window is displayed.
    Note: You can also email the folio using the Folio option on the Check-In and Check-Out screens, and the Actions menu on the Charges tab of the Property A/R Account screen.
  3. Select the folio in the Folio field. You can select multiple values.
  4. Set the parameters for the selected folios:
    Use Transfer Comments
    Select this check box to include transfer comments specific to the folio.
    Include A/R Payments
    Select this check box to include A/R Payments and calculate the payment totals.
    Invoice Recipient
    The person to whom the report is sent. Possible values:
    • AR
    • BA1
    • BA2
    • GROUP
    • GUEST
    • House Account
    • Lease
    • Organization
      Note: 
      • By default, the value is set to GUEST.
      • The report includes the address details based on the selected recipient.
    Direct Bill Records
    The reference number of the folio with direct bill payment to be included in the report.
    Note: You can also select multiple values to be displayed in the report.
    Show Credit Card Details
    Select this check box to display the last four digits of a card number.
    Show Package Inclusions
    Select this check box to include the package inclusions of non-room items for the folio containing a package or add-on in the report.
    on all folios
    Select this check box additionally to include the package inclusions of non-room items for all the folios in the report.
    Note: This check box is enabled only if the Show Package Inclusions check box is selected.
    Include POS Details
    Select this check box to include the POS Detail transaction charges.
    Include un-transferred Deposits
    Select this check box to include also un-transferred deposits which do not have a destination folio.
    Note: If the BLOCKDEPOSITTRNSTOGUESTLEDGER property parameter is set to CheckIn and there are deposits waiting to be transferred, these values are displayed in the report:
    • The un-transferred deposit
    • Anticipated balance after transfer
    Show Package Details
    Select this check box to include the package information in the report.
    Show Credits Separately
    Select this check box to include the credits separately in the report.
    Show GST Breakdown
    Select this check box to display the split calculation of GST in the report.
  5. Click Submit.