You can use the Direct Sales feature to create a folio for a non-staying guest and add payments or postings to the created folio.
💡 Steps:
- Accessing the Direct Sales Page
- You can access Direct Sales through PMS > Cashier > Direct Sales.
- Initiating a New Direct Sale
- Click the New direct sale button on the Direct Sales screen.
- Entering Sale Details
- Title: In the new screen, you can optionally specify a name for the folio in this section.
- Account: In this section, you can search and select from all existing profiles (Individual/Company/Agency) in HotelRunner PMS, or create a new profile if one does not already exist.
- Saving the Direct Sale Account
- After entering the necessary information, save the account by clicking the Save button. The newly created Direct Sale account will direct you to the folio screen.
- Managing the Folio
- On the folio screen, you can perform account management tasks such as:
- Add Posting: Use this button to add a revenue item (posting) to the account.
- Add Payment: You can enter the payment for the added transaction using this option.
- Create Invoice: You can perform the invoicing process for the account by going to the More > Create Invoice option.