How to Add a Charge or Credit to a Reservation

In Indio, you can add charges or credits to adjust a guest’s reservation. Charges increase the balance, while credits reduce it. Follow these steps to apply them correctly.

1. Access the Billing Tab
   
   1. Login
      
      
      
      
   2. Navigate to the Front Desk
      
      
      
      
   3. Use the Search Bar to find the guest’s reservation by name, confirmation number, or site. 
      
      
      
      
   4. Click on the reservation to open
      
      
      
      
   5. Navigate to the Billing tab
      
      
      
      
2. Add a Charge to a Reservation
   
   1. Scroll down to Billing Details
      
      
      
      
   2. Click the drop down menu Add Charge/Credit
      
      
      
      
   3. Choose a charge category (e.g. Misc Charge)
   4. Fill in Unit Price and Additional Note
      
      
      
      
   5. Click Save
      
      
      
      
   6. Confirm new total
      
      
      
      
3. Add a Credit to a Reservation
   
   1. Choose credit category from Add Charge/Credit drop down menu
      
   2. Fill in Unit Price and Additional Note
      
      
      
      
   3. Click Save
      
      
      
      
   4. Confirm new total – credits will be in GREEN
      
      
      
      
4. Additional Notes
   
   1. Charges increase the total balance, while credits reduce it.
   2. Ensure the correct charge or credit category is selected to maintain accurate records.
   3. Credits cannot exceed the total balance owed.