The Cloudbeds PMS has a new look! As we work to update our knowledgebase some steps in our articles might not match our new design. Click here for more details.

How to Adjust Charge / Add Adjustment to a Reservation


This article will walk you through the steps for adjusting a charge on the guest folio.

Adding Adjustment to Reservation

What is charge adjustment?

Adding adjustment to reservation subtracts a specific amount from guest's debit/charge (what guest owes). In myfrontdesk reports adjustment is a separate type of transaction: in transaction report it'll be shown under the debit column and is displayed in brackets meaning that the amount is a subtraction.

It can be used to add a discount to the reservation or correct the price of the reservation, especially if correction needs to be shown in folio and invoice.

Adjustment added should be applied to the specific charge type - room rate, tax, add-on etc.

*Charge Adjustment doesn't subtract amount from guest's payment. If you need to adjust the guest's payment - you need to add a refund to the reservation

1. Go to reservation and open the folio
2. Click 'Add/Adjust Charge' > 'Adjust Charge'

3. Enter the adjustment amount
4. Apply adjustment to the charge type (room rate, tax, item etc).
5. Assign the adjustment to a guest
(6. If you have split folio functionality enabled - select to which folio adjustment will be added)
7. Set the date and time of the adjustment

IMPORTANT: If you add a correction to the reservation price - double check if the date of adjustment needs to match the date when the charge was added. Not doing this can cause mismatches in reports and revenue numbers especially if you run reports on a daily/weekly basis.

Example: guest checks in on 1 Jan and should pay 100.00 (room rate/debit for Jan 1 equals 100.00). But before his arrival, you make a correction to this price and adjust 10.00 on Dec 1. In the report, your revenue for 1 Jan will remain "100.00" but on Dec 1 your revenue will be "-10.00" because the system added an adjustment transaction for Dec 1 with the amount "-10.00".
To get correct numbers in the report you need to add adjustment, selecting 1 Jan as its date.

8. Enter notes if needed
9. Click 'Adjust Charge'

The adjustment will appear in folio under Debit column - numbers are red in brackets meaning that the amount will be subtracted from the total.

You can void the adjustment by clicking the gear icon:

Powered by Zendesk