Adding Folio Line Items

Created by Alex Savchuk, Modified on Fri, Mar 15 at 7:06 PM by Alex Savchuk

There are two options in innRoad when adding new items to a reservation. 


Option 1:

1. Open your reservation and navigate to the folio tab. 
2. Click "Add" to add multiple items to a reservation folio like additional charges and package items. This will cause a blank line item to appear at the bottom of the folio. Click Commit and the line item will be added to the folio.

mceclip0.png


 Tips:
  • Click Add multiple times to add multiple line items to a folio at once. For a repetitive charge, click Add once and then, before clicking Commit, use the arrow icon on the right of the item to copy the charge to each night of the stay.
  • Use the check boxes to the left of line items to void multiple items at once.

Option 2:

On the Details page of the reservation there is a section titled “Add-Ons & Incidentals”. This can be used to add package items or incidentals to the reservation easily.

1. Click either “Add-Ons” (for package items) or Incidentals. Select the required item from your drop down. Enter the price and click save. This will automatically also appear on the folio tab.

mceclip1.png

Tips:
  • Use the quantity field to increase the number of items the guest is adding to their folio.
  • Use the red X to the right of the item to void it from the folio.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article