Download Opera PMS User's Guide 3.0

Chapter 4 Cashiering
Opera PMS User’s Guide 3.0
Group: The name of a group profile attached to the reservation.
Rate Code: The rate code on the reservation.
Rate: The dollar amount of the rate on the reservation.
Window Name: The name of the person or company responsible for the charges in this folio
window. This is set up through the routing function on the reservation.
Window Balance: The balance of charges in this window only. The sum of all windows will total
the Balance in the upper left corner of the screen.
Select All
Use this button to mark all charges in the highlighted window. This can be done to save time
when transferring a large number of charges from one window to another or from one folio to
another.
Post
Use this button to post charges or adjustments manually on this guest’s folio.
To Post a Charge on a Guest Folio:
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From the Main Menu, select Cashiering and Billing.
Enter your user Password for the Cashier Login and select Login to continue.
Search for the guest.
Highlight the desired guest and Select the room.
Select Post to add a manual posting.
Select from the drop down arrow a Code for selecting the transaction code to post.
Find and highlight the appropriate Transaction Code and select OK.
Enter the charge Price, Quantity, Detail on Check No, Supplement, Reference and
Window to post the charge to.
Select Post to complete the transaction.
Close from the posting window to return to the folio.
Notice the newly posted charge to the guest folio.
Close from the billing window to prevent further postings.
Edit
Use this option to edit reference or supplement information on a charge so that the explanation
prints on the guest folio and on reports pertaining to charges.
To Edit a Charge on a Guest Folio:
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From the Billing screen, highlight the desired room and click Select.
Highlight the charge to be edited, and either double-click the charge or select Edit.
Note the current Price of the charge.
Edit the price to the correct amount and select OK to save.
This may only be performed on a manual posting from the same business date (i.e. no
interface postings or charges applied on a previous business date).
Note the newly edited posting.
Select Close to exit the billing screen and prevent further postings.
This depends on user rights if the user is given the permission from the Management to
be allowed to edit a charge on a guest Folio.
Folio
Preview: Use this option to preview the guest’s highlighted folio window on screen without
printing.
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