Clock PMS Post to Folio Integration

Allows for posting of both paid and unpaid Upsell Orders to a Clock PMS Reservation folio.

Enablement

1. Go to Clock PMS > Settings > All Settings > Advanced Settings > API Users

2. Edit Whistles API user
3. Add the following permissions (Grant Rights - PMS)

   1. Charges: Create

   2. Charges: Edit and Void

   3. Payment: Create

   4. Payments: Add negative payment to Open folio

Post to Folio

Once an order has been placed by a Guest, that Upsell order can be added to the Clock PMS folio in via the Post to Folio button or when Fulfilling an order. A Clock PMS reservation must be assigned to the order in Whistle. This will create a charge(s) to the Clock PMS folio for each line item in the order. Both paid & unpaid orders can be posted to a Reservation folio.

Products

Upsell products can be assigned to Clock PMS "Revenue Groups", which sets the Revenue Group for the folio charge when an order is placed.

Paid & Unpaid Orders

Paid Orders - Whistle can collect paid (credit card) orders via payment gateway partners (like Stripe). These orders can be posted to the Clock PMS folio, they will be recorded as already paid with a payment type of "on-line".

Unpaid Orders - Whistle offers a "Room Charge" option, so that Guests can add the charge to their folio. These orders can be posted to the Clock PMS folio to be added to the Folio balance.

Taxes

Taxes are set in Whistle in Upsell > Settings, or at the Upsell > Products level. When a charge is created in Clock PMS the taxes are added at the item level (each product purchased has taxes assigned). Percent based taxes are included at the item level, fixed taxes are added as an additional line item with a revenue group of "tax".

Delivery Fee

If you have Delivery Fees enabled (configured in Upsell > Settings), the delivery fee is added as a line item to the Clock PMS folio. Additionally, taxes are calculated for the delivery fee.

Tips

If you have Tips enabled (configured in Upsell > Settings), tips are added as a line item to the Clock PMS folio.

How to add an Upsell Order to Clock PMS

1. Confirm the correct Reservation is assigned to the Upsell Order
2. Select Post to Folio or Fulfill

How to automatically post to folio

Upsell orders can be automatically posted to Clock PMS if a valid Reservation is detected for the customer when placing an order. To enable this, navigate to Upsell > Settings.

Void/Refund

If a customer requests a cancellation, or an item was ordered and isn't available, then you might need to cancel or refund an order. When an order is canceled or refunded the following occurs:

• All Admin users receive a cancellation/refund Order email notification
• The customer receives an order cancellation/refund email.

Cancel or Refund options will be available for an Order depending on the payment method for the Order. Room Charge orders do not have any payment captured, and are able to be cancelled. Credit Card orders already have payment captured, and must be refunded or partially refunded.

Room Charge Void

When a room charge is voided, negative charge(s) are posted to the Clock PMS folio prefixed with "Void - " for each line item of the order.

Credit Card Refund/Partial Refund

When a credit card order is refunded or partially refunded the following occur:

• If a full refund is issued. A negative charge is posted, and a negative payment is posted to the Clock PMS Folio. Labeled with "Refund via Stripe"
• If a partial refund is issued. A negative charge is posted, and a negative payment is posted to the Clock PMS Folio. Labeled with "Refund via Stripe"

Remove from Folio

At any time, the Remove From Folio button is available. This will post a negative charge(s) is posted to the Clock PMS Folio. Labeled with "Void -"