Folio Summary

The Folio Summary section allows you to view the guest folio for the reservation, add or modify payment methods, and assign payment methods to a folio.

Folio summary

View the guest folio for the reservation.

If the reservation has a single-use card (SUCC) as the method of payment, a quick-post Charge option displays.

Add a payment method

To add or modify the method of payment attached to a folio:

Click Edit.
Select the Add tab.
Choose the payment method from the Payment Method drop-down.
Select the check box to Make primary payment or assign to folio.
Select an option from the Select Option drop-down.
Select Add to add the payment, or select Cancel to cancel the process.

Note: If the reservation is VCC guaranteed and created from SVA, the SVA project number populates in the Payment Method section.

Modify payment method

Click Edit.
Select the Modify tab.
Select Make Primary to change the method of payment to the primary method of payment for the folio.
Select the trash icon to delete the method of payment.

Note: Payments that are assigned in the folio tabs cannot be deleted while assigned to a folio.

Click Done.

Assign a payment method to a folio or as the primary payment method

Click Edit.
Click the drop-down beside the desired payment method.
From the Assignment drop-down choose the appropriate folio or choose primary to make the primary payment method for the reservation.
Click Update to save, or click Cancel to exit without saving.

Remove a payment method from a reservation

Click Edit.
Click the drop-down by the desired Payment Method.
Click Remove.
1. If the method is attached to a folio, a pop-up displays.
2. Click Remove this Payment Method to delete.

Routing information

If routing has been assigned, a message is displayed on the Folio Summary page on the target reservation. This is the guest responsible for the charges and where the charges are routed to. The message contains the routing information and a link to the source reservation.

If routing has been confirmed, a message is displayed on the Folio Summary page on the source reservation also. This is the guest where charges are routed from. The message contains the routing information and a link to Manage Routing on the Guest Stay Record.