The reservation's guest folio breakdown gives you the most accurate summary of services in a reservation, per night.
Since the guest folio is a financial record of a reservation, line items cannot be deleted or removed. You can change the price of an existing line item, like the accommodation fare or an additional fee, and you can add a new line item. Values can be entered as a positive or negative amount.
Before you begin
Automatic tax recalculation
Important:
If the line item being added or adjusted is taxable, the related taxes will automatically recalculate in the guest folio.
Please note if a tax is set up specifically to calculate as "% per stay", the automatic recalculation may be higher than expected and create a balance due. If this happens, create another manual adjustment to balance the amount.
Guest refund/payment follow up
Adjusting the guest folio does not automatically trigger guest payments. If you apply a refund to the guest folio, you must also refund the payment. The status will remain as “overpaid” in the guest folio until the refund is processed.
Likewise, you need to process a manual payment for any additional amount due.
Channel limitations
Airbnb
If you want the price change to appear in Airbnb, follow these steps.
Booking.com
You can only change a reservation's accommodation fare via Guesty after check-in time, and only if you're not using one of Booking.com's payment solutions for the listing. If you want to change the accommodation fare before check-in or if using a Booking.com payment solution, change the fare directly via Booking.com.
Adjust a line item
Tip:
As you enter an adjustment amount, the calculation of the original line item is displayed in real time. Play around with the amount to ensure the calculation is correct before clicking "Adjust", as this action cannot be reversed.
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click More and select Reservations.
- Click the relevant reservation.
- At the top right, click Balance due.
- In the guest folio breakdown, click Adjust line item.
- In the pop-up, select the line item you want to adjust and enter a description or reason for the adjustment.
- Enter a flat or percentage value to add or deduct. To deduct, enter a negative number.
- Review the adjustment calculation displayed. Change the value as needed to ensure the calculation is correct.
- Update the realization date if needed.
- If the item is adjusted before check-in, the default realization date is check-in.
- If it is adjusted after check-in, the default realization date is the date the change is made.
- Click Adjust.
The price adjustment will appear as a new line item (under the original item) and will not be broken down into nightly rates, even though other prices are presented in the folio per night.
If the item is adjusted before check-in, the "realization date" will be check-in. If it is adjusted after check-in, the "realization date" will be the date the change was made.
Example: If you refund $100 from the accommodation fare, the entire discount will be recognized on the realization date.
Add a line item
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click More and select Reservations.
- Click the relevant reservation.
- At the top right, click Balance due.
- In the guest folio breakdown, click Add line item.
- Enter the information.
- To collect the payment right away, check the box to Continue creating and collecting payment for this invoice item, then click Save & collect. Otherwise, click Add.
The price for the new service will appear as a new line item with the following date:
- If the item is adjusted before check-in, the realization date will be check-in.
- If it is adjusted after check-in, the realization date will be the date the change was made.
