Post charges

Use Post charge to add something the guest bought, such as laundry or a broken glass, to a folio. Use Reverse to cancel a charge that should not be there. Room nights and add-ons you booked ahead post by themselves at the night audit.

Before you startCopy Anchor Link

• Permission to post: Post charges to folios. Owners, managers, front desk staff and finance staff have it by default.
• Permission to reverse: Reverse folio lines. Owners, managers and finance staff have it. Front desk staff do not.
• Permission to change a night's price: Change the price of booked nights. Owners, managers and finance staff have it.
• The folio must be Open.
• The room must be Checked in or Checked out. You cannot post to a guest who has not arrived.
• Set up the charge first as a charge item. See Charge items.

Post a chargeCopy Anchor Link

1. Open the reservation and select the Folio tab.

2. Select the folio the charge belongs to in the folio rail.

   

3. Select Post charge.

4. In Folio, check where the charge will land. It starts on the folio you opened.

5. In Room, choose the room the charge is for. On a unit folio the room is fixed. On a Master or third-party folio, choose the room. With one room, it is already chosen.

6. In Charge, choose the charge item.

7. If you want other words on the bill, type them in Description. It is optional. It replaces the item name on the line.

8. Set Quantity. It can be 1 to 999.

9. If the item lets you change the price, or has no price, enter the Unit amount. Otherwise the dialog says The price is 25.00 for each.

10. Select Post charge.

Estatell adds the item's taxes to the line. A toast names the folio that took the charge. If you select Post charge twice by mistake, the charge posts once.

Good to knowCopy Anchor Link

• One-off charges. Pick the closest item and describe it. For a broken glass, choose a general fee item and write Broken glass in Description. If you post the same thing often, ask an owner to add a charge item.
• The folio you choose wins. Routing rules do not apply to Post charge. Estatell does not warn you when a rule would have chosen another folio, because you picked this one. See Routing.
• A unit with no folio. It shows last in Folio as Unit 102 · new folio. Choose it, and Estatell makes the unit's own folio when you post.

Reverse a chargeCopy Anchor Link

A reversal cancels a charge. The old line stays on the folio, crossed out, and a new line with the opposite amount sits under it. The ledger is never edited, so the history is complete.

1. Open the Folio tab and find the charge.

2. Select the ⋯ menu on its row.

   

3. Select Reverse.

4. Check the name in Reverse Laundry bag? and select Reverse charge.

The charge's tax and discount lines reverse with it. The folio now shows the charge as Reversed and the new line as Reversal of an earlier line. Both rows have a warm tint, so they read as a pair.

You cannot add a reason when you reverse. If you need to record why, use the Manual Folio Editor, which asks for one.

Correct the price of a room nightCopy Anchor Link

To change what a room night costs, do not reverse it. Use Correct price… in the same row menu. It opens the change price dialog for that night. See Change the price of a night.

Correct price… shows on a posted room line of an open folio.

What posts by itselfCopy Anchor Link

The night audit posts a night once. If you reverse a posted night, the night audit does not post it again. See Run the night audit and Add-ons.

Special casesCopy Anchor Link

Related pagesCopy Anchor Link

• The Folio tab
• Folio discounts
• Move charges
• Manual Folio Editor
• Change the price of a night
• Charge items