The folio workspace

The Folios tab is a workspace — sometimes called the folio planner — that shows everything about the booking's billing in one place and keeps it consistent as you work.

From top to bottom you see:

1. A red validation banner, only when something is wrong (for example a charge assigned to more folios than it has to give). Each problem links to the offending charge and opens the Calculation tab so you can fix it.
2. The Catch-all card — everything not yet placed on a folio (explained below).
3. One folio card per invoice you are building or have issued.
4. An Add folio button to start a new card.

The folio workspace

The catch-all card

The Catch-all is the "what's left" pile. It lists every open charge on the booking that has not yet been placed on a folio, and it is the source you draw from when building folios.

• It is calculated live, never stored. Assign a charge to a folio and it leaves the catch-all; void a folio and its charges return here.
• You cannot edit rows in the catch-all — you only drag or assign them onto folios.
• When the catch-all still holds charges, you can bill them all at once with Issue remainder (see Issuing an invoice).
• A green all clear message means every charge has been assigned.

Tip: The catch-all guarantees nothing falls through the cracks. As long as it is empty and no banner is showing, every charge on the booking has been billed exactly once.

One card at a time

While a folio card has unsaved changes, every other card and the catch-all become read-only. This is deliberate: the remaining amounts depend on what is saved. Save (or discard by reloading) the card you are editing before touching another one.

Reading the validation banner

The banner appears only when the folios no longer add up, and it blocks issuing until you fix the cause. Each line names the charge and links straight to it. The common warnings, in plain terms:

What it means	How to fix it
A charge is placed on more folios than it has to give (over-assigned).	Reduce one folio's share, or remove the extra line.
A folio's share is in the wrong currency or has the wrong sign (e.g. a positive amount on a discount).	Re-add the charge from the catch-all so it inherits the correct values.
An issued folio points to a charge that was changed or removed on the Calculation tab afterwards.	Restore the charge, or void the folio and re-issue a corrected one.
A payment is allocated for more than it is worth.	Lower one allocation so the total no longer exceeds the payment.

Note: Because the catch-all recalculates on every save, most problems clear themselves the moment you correct the share. The banner is a safety net, not a routine step.

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