Group folio and invoices

For groups where charges are settled centrally or per room. Configure settlement on the Window tab soon after creation — only while Upcoming.

Entry: Console → Rooms → group reservations → Group Detail → Window / Invoice.

Prerequisites

• Group exists.
• Change settlement: group Upcoming.
• Create invoice: group is not both Checked Out with window balance 0 (cannot invoice in that state).

Steps

Configure settlement

Settlement dialog lists the options; primary button Confirm.

After night audit:

• Room charge: posts to guest windows first; if settlement includes group room charge, transfers to group master account
• Other charges: post to guest window first; transfer to master if in group settlement scope, else stay on guest window

Master account charges are settled via group Invoice (create invoice and collect payment); other charges settle on guest windows like individual guests.

The window shows transfers from guest rooms, payments against group invoices, and balance.

Create group invoice

Create as needed.

Reference amount is display only. For Group settlement — room charge only with a complete rooming list, it often equals total room charge for pre-arrival collection; it shows remaining receivable if partial payment exists.

View and send invoice PDF

PDF is not emailed automatically — download and send manually.

Collect on group invoice

Payments appear on invoice detail and Window tab.

Cancel invoice only when it has no payments.

Result

Settlement applies as selected; invoice unpaid until collected; window and invoice update after payment.

FAQ

None

Related

• Create group
• Create reservation
• Manage group
• Night audit