How to Manage Open Folios
Last updated:
Sep 27, 2025
1 min
In HotelRunner PMS, any folio containing a revenue or payment transaction that has not yet been invoiced is displayed in the Open Folios section. This allows you to easily monitor uninvoiced folios and take the necessary actions accordingly.
1. Access the Open Folios Screen
- To access open folios, you can navigate to PMS > Cashier > Open Folios.
2. Utilize Smart Table Features (Customization and Saving)
- The Open Folios screen operates with the Smart Table page structure.
- With the Column Chooser option, you can add or remove headings you wish to display and apply filters to create a customized table.
- You can also save the table you create using the Save table settings option for future use.
3. Export the Report
- You can export the table to an Excel file with the Export to Excel option.
- You can view the folio table as a PDF file with the PDF option.
🔔 Note: Under the Details section on the page, you can access folios and perform various account management tasks such as adding postings, payments, extras, and creating invoices etc.