Processing Future Rent Payments in Guest Folio

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Overview

The process for handling future billing policies (weeks' rent) has been simplified. Rent can now be processed directly from the selected resident's Guest Folio.

Prerequisites

  • Access to the Availability Grid
  • Resident's Guest Folio

Steps

Resident's Guest Folio

  • Locate the resident’s Guest Folio on the Availability Grid.
  • Right-click and select Charges/Payments.
  • In the Charges/Payments tab, find the Billing Panel on the right, below the Payment button.
  • Click Setup to access the Billing Policy Setup panel.
  • Click Process to handle future weeks.
  • Click Process.

Process Billing Policies

  • The Process Rez Billing Policies panel will open with the selected resident’s billing policy.
  • Click on the Date Calendar to select the number of weeks the resident wishes to pay, then click Search.
  • Review the Dates displayed in the Next Post column to ensure the correct dates are processed.
  • Adjust the Date Calendar to display more or fewer weeks if needed.
  • Click Process through the weeks displayed.

Note: These Rent Batches will be automatically confirmed. Ensure the correct dates are selected.

Applying the Payment

  • After processing rent, click Guest Folio.
  • Click on the Charges/Payments tab and then the Payment button to process the payment.
  • Select the Payment Type and click the Allocate link.

  • Select the required Rent Invoices to be paid and press Submit.

  • Click Post to post the payment and Submit to finalize the payment.
  • Click Print Other to select the required receipt option (e.g., Most Recent Payment or Tax Invoice/Statement).

Troubleshooting

For further assistance, refer to the Help Document on Paying Rent in Advance.