Hello  Softinn PMS  users! Guest Folio features contain all transactions for each of the Hotel guests which include payment and charges. 

In the Guest Folio page, you can print and send the e-Receipt to your guest upon adding the payment. On top of it, you also can print and send the e-Invoice upon change the reservation status to ‘Check out’.

Check out the video & guidelines below to find out how to send e-Receipt & e-Invoice in email from Guest Folio in Softinn PMS :

Steps to Send e-Receipts in email from Guest Folio:

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Hotels will need to provide the payment receipt to the guest as it serves as proof that indicates the guest has made the payment to the hotel.

Follow the guidelines below:

Step 1 : Go to Softinn PMS

Step 2 : Select the right property

Step 3 : Click “RESERVATION” tab.

Step 4 : Find the reservation number. Click ‘Guest Folio‘ icon.

Step 5 : Click ‘Add Payment‘

• Fill in the payment received amount and select the right payment account
• Click ‘Add Payment‘

Step 6 : Click ‘Generate Receipt‘

Step 7 : Tick on List of Payment

Step 8 : Click ‘Generate Receipt‘

Step 9 : Click ‘Receipt List‘ to Print or Send the Receipt to the Guest or Void the Receipt

Steps to Send e-Invoices in email from Guest Folio:

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After the front office has checked out the guest on Softinn PMS, they are able to generate the invoice. The invoice serves as a formal payment request and provides a detailed breakdown of charges. Hotel will need to print and provide a copy to the guest. Besides, hotel needs a copy for accounting and record purposes.

Follow the guidelines below:

Step 1 : Go to Softinn PMS

Step 2 : Select the right property

Step 3 : Click “RESERVATION” tab.

Step 4 : Find the reservation number. Click ‘Guest Folio‘ icon.

Step 5 : Click ‘Check out‘ and click ‘Yes, Check out Now‘

Step 6 : Click ‘Generate Invoice‘

Step 7 : Click on the “Arrow” next to the ‘Regenerate Invoice’ button to Print or Send the Invoice to the Guest.

On top of it, you also can send the Whatsapp text to the guest directly from Whatsapp Web by clicking on the ‘Contact No’ of the guest in the Guest Folio page.

Hope this video helps you on how you can send the e-Receipts and e-Invoices in an email from Guest Folio page! 🙂