Apart from a separate document for each booking, Clock PMS+ allows you to issue a common document for several bookings. The operation has two steps:
Transfer of Services
Before issuing the document, it is necessary to summarise the services of all bookings in one folio:
- Load the list of bookings on one of the operating screens or use the Advanced Search screen;
- Switch to the mode of working with multiple bookings (the 'Select Multiple' button refers only to the operating screens) and select the bookings;
- Click Folios->Transfer button;
- On the Transfer screen, select the folio to summarise the services and click the 'All charges here' button in its row;
- Select which services to be transferred by ticking the checkboxes of the respective revenue groups and confirm through the 'Transfer' button;
Upon the transfer completion, you will see the up-to-date balances of the processed folios on the screen.
Learn more about bulk transfer.
Upon summarising the booking services into one folio, you can proceed with the document issue:
- From the Transfer screen, click the “Open' button in the row of the folio with the services;
- Follow the usual steps to close a folio and issue a document