A charge refers to an amount that a guest is charged for a service or product consumed while at the property. This includes room rates and other room charges, restaurant bills, laundry service, etc., which all contribute to the property's revenue. It's important to record these charges in the Traveller Folio, as they will be reflected in the Charge Report. Additionally, the Daily Revenue Report provides a comprehensive view of revenue data across months and streams, offering a detailed breakdown by Recognised Date and Charge Type.
Similar to Traveller Payments, charges can be updated at any time, regardless of the booking status. Any additional services or items requested by guests should be recorded in the Traveller Folio. With the exception of Room Rates, charges can be modified or deleted if needed.
View and Update Traveller Folio from the Booking Card
Users can click on "Edit" and select "Traveller Payment" from the dropdown menu, or directly click on the Traveller Folio box on the main booking card.
Add a Guest Charge
- Click the '+' icon in the Traveller Folio.
- Complete all mandatory fields (description, charge type, base price). The Note field is optional.
- The Base price (excluding tax) is entered manually, but Tax and Total will be automatically calculated based on the default tax settings. Update tax if necessary*.
Once all mandatory fields are completed, click the 'Save' button to record the charge.
Example below:
The guest orders an In-room F&B, a Caesar Salad priced at $15.00 (excluding tax), on 15 Oct 2024. The user also added a charge note (optional). After adding this guest charge, the Traveller Folio Balance becomes $944.79.
This new guest charge is now reflected in Traveller Folio. Users can view who added and when the charge is recorded by clicking on the light blue dot.
*How to update the Tax settings?
Items or services provided by the property may sometimes only require a service charge, without tax. When recording these charges, users can update the tax settings specifically for each charge, as needed. For example, a guest requests laundry services at the hotel for dry cleaning: only a 10% service charge applies, with no tax. Users can adjust the tax for this charge to 0 by selecting the 'Tax' field when recording it.
To record a charge without tax:
1. Click the '+' icon.
2. Enter the charge details.
3. Select the 'Tax' field to expand the GST and Service Charge sections.
- In this example: the base amount for laundry is $15.00, with a $2.85 tax (calculated as 9% GST and a 10% service charge), which brings the total to $17.85. By setting the GST to 0 (meaning no tax is applied), only the service charge remains, adjusting the total to $16.50.
4. Click 'Save' once finished.
Edit or Delete a Guest Charge
Guest charges can be modified or deleted.
- Click on the guest charge to modify or delete.
- Make any necessary changes to the guest charge and click 'Save' again to update the changes.
OR
Click on the trash icon near the Traveller Folio balance to delete the selected charge.
Example below:
Due to a miscommunication, the user wants to delete the In-room F&B charge. After deleting the guest charge, the Traveller Folio balance changed from $944.79 to $926.94.
Read also: How to manage Traveller Payments and Charges in the ZUZU Mobile App
Can't find your answer? Contact the ZUZU Helpline
Tags: Traveller charges, guest charges, traveller folio, booking card, additional service, hotel service, charge report, daily revenue report, revenue streams, charge type, update tax settings, add charge, modify charge, delete charge, update status