How do I undo a wrong or test checked-out folio (and restore it)?
Short answer
Open Utility > Undo Transaction, Find, tick the folio and click Undo. Bring it back from Utility > Redo Transaction with Redo.
Steps
- Open Utility > Undo Transaction.
- Set From Date / To Date (arrival dates), optionally Guest, Payment Type; click Find.
- Tick the folios and click Undo. Confirm Are you sure you want to perform Undo operation for the selected record(s)?
- To restore: open Utility > Redo Transaction, Find, tick and click Redo. Delete there removes the folio permanently.
Check the result
Undo Transaction Successfully. The folio leaves reports and room history until redone (Redo Transaction Successfully.).
Common problems
- Folio not listed: only checked-out, non-group folios with no integration posting, no direct-bill payment and no transferred payment appear.
- Menu missing: licence/feature or privilege missing.
- Undo does not refund cards; handle them first.
- For a normal wrong check-in use undo check-in.
- Messages: Utility messages.