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

Note:

If you are an Accounting by Guesty user, follow the steps in this article, which includes information about how guest folio adjustments affect the accounting folio and owner statements.

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.

Additional fees that are set up to be automatically deducted from the accommodation fare cannot be adjusted. Learn more about a workaround option.

Before you begin

Adjusting accommodation fare to zero

The accommodation fare cannot be completely removed - or zeroed out - if there are coupons, markups, or similar percentage-based adjustments applied.

If you need to completely zero out the accommodation fare in a reservation that has percentage based adjustments, please contact us with the reservation details (reservation ID, guest name, etc.) and specify you would like the accommodation fare zeroed out or advise the desired final amount.

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.

Owner reservations

If you have our new owner reservation page, you cannot adjust or add line items on owner reservations.

Guest refund or 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:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Operations mode.
  3. Click Reservations.
  4. Select the relevant reservation.
  5. At the top right, click Balance due.
  6. In the guest folio breakdown, click Adjust line item.
  7. 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.
  8. Enter a flat or percentage value to add or deduct. To deduct, enter a negative number.
  9. Review the adjustment calculation displayed. Change the value as needed to ensure the calculation is correct (as shown in gif below).
  10. 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.  
  11. Click Adjust.

Add a line item

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Operations mode.
  3. Click Reservations.
  4. Select the relevant reservation.
  5. At the top right, click Balance due.
  6. In the guest folio breakdown, click Add line item.
  7. In the pop-up, select the item category and enter an amount.
  8. 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
  9. Click Add.
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