How To Finalize A Folio

To finalize a folio, navigate to the reservation and then go into BILL & CHARGES. In this example, there isn't a huge balance—just a refund owed of $129.09. To do so, click the green PAY button and then select a payment type that is easy to reference. Then in the reference line, you can put something like Shift4 manual refund, guest left one day early, etc., and then you'll click the blue REFUND $129.09 button, and that will set this folio balance to zero.