Folio Styles allow you to customise how invoices appear by grouping transactions in different ways, making bills more readable and professional for your guests and corporate clients.
⚠️Important: The individual items remain unchanged; the folio styles simply organises room billing information into specific groupings based on the selected options.
Enable Folio Styles
To enable folio style within Rezlynx, follow the steps below:
1. Navigate to System, System, then select Ini settings.
2. Within Ini settings, select Room Billing.
3. Under Folio Style, select Enable Folio Style.
4. Click Update to save the changes.
Configure additional settings
Once the feature is enabled and saved, additional configuration options will appear. The configuration should be preset as shown below:
You can amend these settings as required and select Update to save any changes.
📌Note: The Description of grouped bedroom rate plans options are limited to the tags shown.
Applying Folio Styles
When applying folio styles the individual billing items remain unchanged; the folio styles simply organises billing information into specific groupings based on the selected options.
The table below shows the areas of the Rezlynx system where Folio Styles can be applied and how to apply them:
Area of the system | How to apply Folio Styles | Important notices |
People Profiles |
Navigate to the required People profile, then select Apply Folio Style.
| - |
Company Profiles |
Navigate to the required Company profile, then select Apply Folio Style.
| When applied to a company will only apply this format to ledger invoices, not to people with the company attached or if settling the bill within room billing. |
Room Billing |
Navigate to the required Room Bill then select Print, then Apply Folio Style.
| - |
Invoice Reprints |
Within Invoice Reprint, click on the Document ID and select the required Folio style.
|
To check the current Folio Styles on an invoice: Click on the Document ID to see which folio style was used when the invoice was created.
|
Folio Style Options
When viewing Folio Styles the following options table is displayed:
The example above shows the default folio style setting with all set to None.
Column folio options
The columns within Folio Style represent different categories of charges or transactions that can be grouped together. These include:
Rate Plans: Applies the selected style, only to rate plan transactions.
Grouped: Applies the selected style, only to grouped transactions.
Individual: Applies the selected style, only to manually posted transactions and upsells.
Payments: Applies the selected style, only to payments added to the billing after check-in.
Deposits: Applies the selected style, only to deposits added to the billing prior to check-in.
All transactions: Applies the selected style, to all transactions, deposits and payments.
All transactions excluding payments and deposits: Applies the selected style, to all transactions excluding payments and deposits.
Row style options
Once you know which column to select, you can then select the row required to apply your style:
None: No specific style is applied.
Code: Groups identical codes together and shows the quantity for each code.
Date: Groups identical dates together and shows the quantity for each date.
Month: Groups by calendar month and shows the quantity for each month.
Date and Code: Groups by dates, then codes to organise the billing items.
Month and Code: Groups by calendar month, then codes to organise the billing items.
Single Line: Groups by posting type, showing a single line per column type selected.
Tax & City Tax
Folio Styles have no tax implications. The formatting changes do not affect tax calculations or reporting.
When grouping transactions like food and drink, guests or companies can always request detailed receipts to verify individual charges if needed.
Customers using the City Tax feature were previously unable to use certain Folio Styles; however, this is no longer the case. When you select Folio Styles, City Tax now uses the description of the Analysis Code linked to the City Tax rule instead of the rate plan description.
Best Practices
Test different folio styles with sample bills before implementing property wide.
Consider your guests' preferences when choosing default styles.
Use grouped styles for corporate clients who prefer summarised billing.
Maintain detailed transaction records even when using summarised folio styles