Charges view

The Charges view displays all charges posted to guest accounts within the selected date range. This includes room charges, extras, and additional services.

• Search:
  • Use the search field to quickly find specific charges by guest name, reservation ID, or description.
• Group By:
  • Organize charges by different criteria such as date, reservation, billing group, charge type, or room. Grouping helps identify patterns and makes it easier to review related charges together.
• Advanced Filters:
  • Date Range: Filter charges by the date they were posted. This is always required.
  • Charge Type: Filter by room charges or extras.
  • Extras: Filter by specific extra services.
  • Balance Status: Filter to show only reservations with outstanding balances, credits, or fully settled accounts.
  • Invoice Status: Filter by whether charges have been invoiced.
  • Reservation Status: Filter by the current status of the associated reservation.
  • Amount Range: Filter charges within a specific amount range.
  • Created By: Filter by the staff member who created the charge.
• Charge Details:
  • Each charge displays the date, reservation ID, guest name, room number, charge type, description, net amount, tax, and gross amount. Click on the reservation ID to view the full reservation details. Click on the guest name to view the customer profile.
• Invoice Access:
  • If a charge has been invoiced, click on the invoice number to open the invoice in a new tab. The invoice can be viewed in different languages based on your property’s currency settings.
• Financial Summary:
  • When grouped by reservation or billing group, each group header displays the total charges, total payments, and current balance for that reservation. This provides a quick overview of the financial status without navigating to the reservation details.