Adjusting a reservation's guest folio (Non-accounting users)

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

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.

See more information on adjustment calculations, channel notes, and limitations in FAQs: Guest folio adjustments.

Adjust a line item

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, click Reservations.
3. Select the relevant reservation.
4. In the left submenu, click Guest folio and invoice.
5. Click Adjust line item.
6. In the pop-up, select the line item you want to adjust and enter a description or reason for the adjustment.
   1. If you have multiple entries for the same line item, click the specific line item to adjust.
7. Enter a flat or percentage value to add or deduct. To deduct, enter a negative number.
8. Review the adjustment calculation displayed. Change the value as needed to ensure the calculation is correct (as shown in gif below).
9. Under "Realization date", you have two options:
   1. Keep or change the realization date for the full amount adjusted:
      • 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.
   2. Click Break the amount to be realized nightly to have the adjusted amount realized across each night of the reservation.
10. Click Adjust.

Add a line item

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, click Reservations.
3. Select the relevant reservation.
4. In the left submenu, click Guest folio and invoice.
5. Click Add line item.
6. In the pop-up, select the item category and enter an amount.
7. Under "Realization date", you have two options:
   1. Keep or change the realization date for the full amount added:
      1. If the item is added before check-in, the default realization date is check-in.
      2. If it is added after check-in, the default realization date is the date the change is made.
   2. Click Break the amount to be realized nightly to have the added amount realized across each night of the reservation.
      1. When selected, the price adjustment will appear
8. Click Add.