Manage Split Folio in reservation

1. Go to reservation and open Folio tab
2. On the left side of the screen you will see the folio(s) added to the reservation
   You may set up which folio(s) should be added to a new reservation by default or depending on its source on 'Folio Configuration' page. Learn more in this article: Folio Configuration Page
3. Click on the folio to see the transactions added to it
4. You may edit the folio already added to reservation by clicking pencil icon
5. You may delete the folio by clicking x sign

6. You can add a payment, refund, charge, item etc to the folio.
   By default the folio which is currently opened will be selected, but you may select another folio to post the payment/refund/item to.
7. You may also change the folio configuration for the whole reservation. To do that click the pencil icon next to FOLIOS title.

Select a new configuration to replace existing folios with folios within the new configuration. All the transactions, posted and pending, will now appear underneath the new folios.
You should create folio configuration in advance to select it, check this article to learn how:   Folio Configuration Page

1. Go to Folio
2. Click Add Folio

3. Enter folio name
4. Select transaction types which should post to this folio
   All transaction types will be moved to the folios specified within that configuration. If all transaction types are not selected underneath a particular folio, then all the transaction types that are not selected should always post to the first folio.
5. SAVE

A button to Move Transactions has been added alongside the Add/Refund Payment and Add/Adjust Charge buttons. Clicking this button and selecting Move Between Folios will allow the user to move an individual transaction or transaction types across folios. A single transaction or a type of transactions can be moved.

1. Open reservation and go to Folio tab
2. Click on the folio with transaction(s) to move
3. Click Move transactions

Limitations When Working With Merged Reservations

• When two or more reservations are merged into a single booking, Cloudbeds treats them as one multi-room reservation. In these cases, the system does not support automatically separating folios back into individual reservation folios. You can still separate charges manually using additional folios, but the booking remains a single combined reservation record.
• What this means:
  • You may create new folios and move transactions into them, but the merged booking cannot be “unmerged” into independent reservations.
  • Each new folio will show its own balance and can generate separate invoices, but all folios remain part of one combined booking.
  • If you require folios fully separated by original reservation, each reservation must remain unmerged.

Moving individual transactions

You can move individual transactions to another folio:

1. select Move individual transactions
2. select to which folio you want to move transaction(s)
3. check the transactions to move
4. click Move Transactions

Moving transaction types

You can move transaction types to another folio:

1. select Move transaction types
2. select to which folio you want to move transaction type(s)
3. select the transaction types to move, for example, Add-ons or all cash transactions
4. click Move Transactions

Why Reservation ID May Not Appear in the Filter?

• The Reservation ID filter becomes available only when each accommodation already has its own folio.
  If all room charges are still in a single folio, the system cannot determine which charges belong to which reservation, and the filter will show only Select All.
• To enable Reservation ID filtering:

1. Create a new folio for each room.
2. Manually move the grouped transactions for each reservation into its own folio.
3. Once separated, the Reservation ID filter will appear normally for further adjustments.

Example: Two Reservations Merged Into One Booking

A guest makes two separate reservations for different dates. The property later merges them into a single booking for convenience. All charges now appear in one folio. Outcome:

• You can create multiple folios and manually move transactions to separate them.
• However, the original reservations cannot be split back into independent bookings, and Reservation ID filtering will become available only after the transactions are placed into separate folios.

This behavior is expected and reflects system design.

Print Reservation Folio

For some properties, the Reservation Folio can contain guest data that is sensitive. Now, when a user prints the folio, the system will log the action and note whether or not the folio contained sensitive data. If it does contain sensitive data, the log will note which fields were sensitive.

This log can be found in the Reservation Activity category.