> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/front-office-module/fo-reserv/temp-folio-creation.md).

# Temp Folio Creation

A temporary folio is utilized to record charges against a guest or reservation before check-in and to accommodate split billing scenarios or third-party service charges.

This functionality can be used to handle temporary billing scenarios where a trusted guest may be allowed limited credit. As Wincloud does not have a built-in option to extend credit to guests, this feature serves as a workaround. (In this scenario, only the front desk is responsible for the credit. The accounts department is never connected to this credit)

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-408c239272ba9a07b8089d40ee0c14c7897ac167%2Fimage%20(228).png?alt=media" alt=""><figcaption></figcaption></figure>

To create a Temporary folio in Wincloud:

* Go to Reservations >> Temp folio creation
* Provide a name for the temp folio in the given field.

  <figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-bd73a468e7d27a3d3296418b9efff06e3d5b5114%2Fimage%20(1145).png?alt=media" alt=""><figcaption></figcaption></figure>
* Specify the date range during which the folio will be active.
* Enter an appropriate narration.
* Select the room type from the drop-down list. Preferably select the type as 'PM connect'.
* Choose the country.
* Select the business source and Market segment from the corresponding drop-down lists
* Select the company and tag the guest's name.
* To tag the guest's name, double-click on the guest dropdown.

  <figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-19573aef765c0d3237344abd1e4fc1114a28fa19%2Fimage%20(1146).png?alt=media" alt=""><figcaption></figcaption></figure>
* Save ![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-38da077d3ab18ce21a415dec8bf4d422858b8faf%2Fimage%20\(1147\).png?alt=media)the folio.
* Once saved, the folio number will be automatically generated.
* To **modify** the temp folio, click on the open button ![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-29729301c4c6d8e67af306dd0bdb44e08be81441%2Fimage%20\(1148\).png?alt=media)on the toolbar.
* Edit the folio and then save.
* To **Delete** the temp folio, click on the view button![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-9752cc76e6ea9ca39d28c4e40ef66724590dc8f8%2Fimage%20\(19\).png?alt=media)on the toolbar.
* Select the folio to delete and click on the delete button, which appears on the toolbar.


---

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