Splitting a bill across folios

Add a new folio

1. Click Add folio (or New folio on the catch-all).
2. A fresh draft card opens with a suggested name (the booking number plus a running index). You can rename it. Adding a folio collapses the others so the new card is the focus.
3. Choose the customers the folio is for, then pick one as the recipient — the person or agency the invoice is addressed to.

Note: Recipients come from the booking's own customers. To bill a party who is not on the booking, add them to the booking first (see Bookings).

Put charges on a folio

You have three ways to move open charges from the catch-all onto a draft card. Use whichever suits the moment; they all draw from the same pool of open charges.

Method 1 — Drag a row.

1. Grab a catch-all row by its drag handle.
2. Drop it onto the draft card. It appears as a new line, prefilled with its full open amount.
3. You can also drag rows between draft cards.

Method 2 — Choose bookings.

1. In the draft card's assignment box, open Unassigned bookings.
2. Tick one or several open charges.
3. Click Assign (the button shows how many you picked). All chosen charges drop onto the card at once.

Method 3 — Add all for a guest.

1. In the assignment box, open Add all for a guest.
2. Pick a guest — the list shows how many open charges each guest still has.
3. Click Add all. Every open charge that belongs to that guest lands on the card in one click.

Adjust each row's amount if you only want part of it (the stepper for per-unit charges, the money field for lump sums), then Save.

A draft folio card with line items, assignment box, and totals

Move a charge to another folio

Drag the row from one draft card onto another. If the target card already holds part of that charge, Gurita merges the two into a single line rather than showing a duplicate:

• For a per-unit charge, the quantities are added together.
• For a lump-sum charge, the money amounts are added together.

If the move cannot complete for any reason, it is undone automatically and nothing changes.

Tip: Merging is why you never end up with two "Deluxe Bungalow" lines on the same card. Move a few nights over, and they fold into the nights already there.

Apply a discount

Discounts live on the Calculation tab as a discount line with a negative amount (see Bookings). Once added there, the discount appears in the catch-all as a negative row and can be placed on a folio like any other charge, reducing that folio's total.

Tip: Put a discount on the same folio as the charge it relates to, so the invoice shows the reduction next to what it discounts.

Add a manual charge

A folio only splits charges that already exist on the booking. To bill something new:

1. Open the booking's Calculation tab and add the charge (a custom, product, or text line).
2. Return to the Folios tab — it refreshes automatically, and the new charge is waiting in the catch-all.
3. Assign it to the right folio.

Worked example: guest and agency on separate invoices

A 7-night stay, booking in EUR, 10% tax included. The room and the agency's commission go to the travel agency; the extras go to the guest. Two folio cards, both saved:

Folio 1 — to Blue Water Travel (the agency)

Text	Amount	Single price	Sum
Deluxe Bungalow	7	110.00	770.00
Agency commission	1	−110.00	−110.00

• Subtotal (net): 700.00 − 100.00 = 600.00 EUR
• Tax (10%, included): 70.00 − 10.00 = 60.00 EUR
• Sum: 660.00 EUR
• Paid: the agency prepaid 660.00 EUR → Balance 0.00 (settled, green)

Folio 2 — to Mr Bauer (the guest)

Text	Amount	Single price	Sum
Half board	7	44.00	308.00
Dive course	1	330.00	330.00
Airport transfer	1	55.00	55.00

• Subtotal (net): 280.00 + 300.00 + 50.00 = 630.00 EUR
• Tax (10%, included): 28.00 + 30.00 + 5.00 = 63.00 EUR
• Sum: 693.00 EUR
• Paid: a 200.00 EUR deposit → Balance 493.00 EUR (open)

The two folios total 1,353.00 EUR — exactly the booking's prepayment charges (770.00 − 110.00 + 308.00 + 330.00 + 55.00). The catch-all is empty and shows the green all clear, so you know every charge is billed once and only once.

A split booking: an agency folio, a guest folio, and an empty catch-all

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