How to Add and Void Folio items (Add or remove charges for a reservation)

Sometimes, you may need to update reservations by adding or removing charges, such as:

• Adding extra services to the reservation.
• Removing an incidental item from the charges.
• Upselling early check-in or late check-out.

With innRoad, this process is simple and straightforward.

This guide explains how to add or void charges in a reservation's folio.

If you need to change the room charges of a reservation, we recommend using the Change Stay Details option. The system can quickly recalculate the reservation charges, based on the options you select. 

Learn more: How to Modify a Reservation

How to Add Line Items:

• Open the Reservation
• Click the Folio tab
• ClickAdd and select Charge:
• 
• Select the effective date(you may select past or future dates)
  • The effective date will default to today.
    
• Select the Category of this charge.
  • The categories are based on Ledger Accounts created for your property.
    
• Description will be filled in based on the defult description for your Category, but you may edit it as well:
  
• Enter the quantity
• Enter the Amount
• Click Save.
• Line item is added.
  

How to Void Line items

How to void a single item:

• Click the ❌ next to the line item:
• You will see a pop-up to enter the Void reason:
• Click Void

How to void multiple items at once:

• Select the checkboxes next to the folio items you want to void:
• Select Bulk Action
• Click Void
• Provide a reason to void those items.
• Click Proceed.
• Line items will be voided