EstatellDocumentation

Group check-out

Check out every room of a group and settle its money on one page.

Use group check-out when a group leaves together. One page checks out the rooms you tick, collects what each room owes, refunds deposits, moves charges to the group bill and can take one payment for everyone.

Before you start

  • Permission: Check out units. To collect you need Record payments and download receipts, to refund Refund payments, and to move charges to the group bill Transfer folio lines and manage routing.
  • The reservation has 2 or more units, with one Checked in or one folio that still holds money.

Steps

  1. Open the reservation, select More, then Check out all.
  2. Check the rooms under Ready to check out. Every room is ticked. Untick a room that stays.
  3. For each room, choose how to settle:
    1. Nothing to settle when the balance is 0.
    2. Collect: choose the method. The amount is the balance.
    3. Add to group bill: move the room's charges to the group bill.
    4. Refund: give back the deposit or the credit.
  4. Optional: tick One payment for all to collect everything from one guest.
  5. Under Group bill (Master folio), tick Send to City ledger after check-out if the company pays by invoice.
  6. Read the summary line, for example "3 rooms check out · 1 settled · Collect 75.00".
  7. Select Check out at the top.

The group check-out page for the KK Hiking Club, with three rooms under Departing later, each with Check out early

The screenshot shows a group that leaves tomorrow, so every room is under Departing later.

The sections

SectionRoomsWhat you can do
Ready to check outChecked in, leaving todayTick, settle and check out
Money to settleAlready out, cancelled or no-show, with money on the folioSettle only
Departing laterChecked in, leaving after todayCheck out early… opens the early check-out form for that room
Can't check out yetNot checked in, or another room still charges to this folioRead the reason

A room that is out with nothing to settle is not a row. One line under the tables names it.

Special cases

SituationExampleWhat happensWhat to do
One room leaves earlyRoom 108 leaves today, the group tomorrow.• Room 108 is under Departing later.• Select Check out early… on its row. It saves on its own.
A room paid for anotherRoom 106 pays for room 107.• "Room 106 pays for it: still charged tonight" under Can't check out yet.• Select Move charges, then come back.
A room was never checked inOne guest did not come.• "Not checked in: Cancel or mark no-show."• Cancel it or mark it no-show. See Cancel and no-show.
A room has a deposit and its charges moveRoom 103: charges 95.00, deposit 50.00.• Moving the charges leaves a credit of 50.00.• Refund the deposit on the same row.
A folio is closed but holds moneyRoom 110 checked out yesterday owing 30.00.• "Folio closed: reopen it to settle" with Open folio.• Reopen the folio, then settle.
A room was due yesterdayBefore the night audit, room 105 was due to leave yesterday.• It is ready as They left yesterday.• If the guest stayed last night, check that room out on its own.
The company pays by invoiceThe group bill goes to the company.• Send to City ledger after check-out bills the group bill to the company.• Tick it.

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