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Operations
Configurations
Video Courses
Getting Started with Clock
(4)
Accessing Clock PMS+
Navigating through Clock PMS+ and setting up your dashboard
Customizing your User
Activating MFA for your User
Operating screens
(8)
Working with the NEW Arrivals, Departures and In Hotel screens
Working with the NEW Bookings - Advanced Search screen
Advanced search - setting up custom views
Working with the NEW Room Calendar screen
How to use the Rates and Availability screen
Arrivals, Departures and In Hotel screens - Old versions
Bookings - Advanced Search screen - Old version
Room Calendar screen - Old version
Operations at Front Desk
(13)
How to create a new booking
How to create group bookings
How to create a Company booking
How to allocate Rooms to bookings and issue key-cards
How to Check-in a booking in Clock PMS+
How to do a Room change
How to Check-out a booking in Clock PMS+
Early check out without refunding the guest
Early check out and refunding the guest
Using ToDo's for notes and reminders
Using the Booking Enquiry feature
Booking Enquiry statuses, Price changes, and Waiting List
Creating a booking from a Booking Enquiry
Folio/Invoice operations
(16)
Overview of a Booking folio
How to post services to a folio
How to close a folio and issue an invoice
Payments and in-house transfer
How to issue an invoice with company billing details
How to issue an invoice to an external customer/non-resident
How to issue a single invoice for several bookings
How to split charges and issue a separate bill for each guest of a booking
How to transfer Charges from one folio to another
How to print a folio or send it via email
How to Void a closed folio/invoice
How does the function ‘Re-open’ work
How to issue a Credit Invoice / Function ‘Full correction’
How to issue a partial Credit invoice / Function ‘Partial correction’
How to process card payments and refunds
Moving a Payment using the Re-open or Void functions
Advance payments
(5)
How to record an advance payment for a booking
Recording an Advance Payment from a Company
How to manually deduct an advance payment in the main folio
How to revert a used advance payment
How to refund an advance payment
Advanced Operations
(14)
How to edit booking details
How to change the Main guest of a booking
How to edit a group of bookings
How to add non-standard meals
How to set a manual price and how it works
How does the Rate Re-post function work
How to do a Room Share (2 bookings in 1 room)
How to edit wrong charges
How to track transfers from Clock POS
Company profiles and their use cases
Adding and organizing Company Folios
Routing charges to company folios
How to use the Occupancy Forecast
Using the 'Availability Adjustment' function
Housekeeping
(9)
How to generate the tasks for the day
How to assign tasks to housekeepers
How to add additional housekeeping tasks
How to use the Housekeeping Live Monitor
How to use the Housekeeping Report
How to set a room Out of service
Housekeeper App - Viewing and managing tasks
Housekeeper App - Posting Minibar charges
Housekeeper App - Reporting an issue or found item
Rate and Price management
(6)
How to change a Day or Season price
How to set a STOP for sale for a day or period
Adding restrictions for specific days
How to close the hotel for a long period (Out of season)
How to publish a rate to the Web Booking Engine and add a Promo/Bonus code
Creating and using Company (Corporate) Contracts
Reports
(5)
How to generate the Meal report for the restaurant
Cashier Closure / Shift closure
Tracking Closed Folios in Reports
Main Sales and Performance Reports
Understanding the Control reports
Getting Started with Clock POS
(1)
Getting to know the main screen of Clock POS
Clock POS: Operations - Orders
(7)
Taking an Order and sending it to the Kitchen
What are modifiers and how to use them
How to change the preparation order of an item
Using kitchen notes and instructions
How to remove an item from the bill
How to post a single-use custom item to a bill
How to record the number of guests at a table
Clock POS: Operations - Bills
(16)
How to apply discounts and mark items as complimentary
How to add a surcharge to a bill
How to split a bill between guests
How to close a bill
Card payments with a payment processor in Clock POS
How to close a bill with different payment methods
How to transfer the bill to a room bill
How to transfer to a company or event folio in the PMS
How to cancel a transfer to a hotel bill
Using the Client View feature
How to issue an invoice
How to find a closed bill
How to correct an incorrect payment
How to make changes to a closed bill
How to cancel a bill
How to change the bill to another table and how to change owner (user) of a bill
Clock POS: Reports&Closures
(3)
Using the Payments report in Clock POS
How to close your shift
How to close the day
Bookings
Bookings - Good to know
(9)
Booking screen - overview
Booking statuses
Booking - Rate Price, Manual Price
Booking Search
Bookings - Advanced Search
Booking Contact Person
Import of Guests/Rooming Lists
Guests/Rooming list import to existing bookings
Import of bookings from a file (csv)
Daily operations
(14)
How to create a new booking
Create a group booking and copying a booking
Room Allocation to Bookings
Check-In and Guest Registration Cards
Using Tablets as Customer Displays
Encoding the room key card
Giving access to special areas
Booking - Room Change
Booking Checkout
Early Booking Checkout
How to Check in Guests with Individual Bookings to One Room
Splitting guests into an individual booking
Multiple Booking Edit
Booking Enquiry
Folios, Charges and Payments
Folios and Issuing documents
(11)
Folio - overview
Folio - Additional options
Standard Folio - how to create and search
Document Issue
Folio/Document Operations
Issue of Partial Correction Documents
Single Document for Several Bookings
A Separate Document for Each Guest in the Booking
Folio Preview, Printing and Sending
Folio Printouts and Charge Grouping Options
Monthly invoicing
Charges
(9)
Charges - Adding, Correction and Voiding
Charge posting to multiple bookings simultaneously
Charge Transfer
Split Charges
Charge Control
Charge filtering
'Manual Discount' and 'Deduct taxes' functions
How to apply predefined discounts
How to Choose a Corresponding Folio
Payments
(5)
Payments - Posting and Voiding
Payments - Transferring
Payments - Move
Card payments with a Payment processor
Credit Card security in Clock PMS+
Advances and Deposits
(5)
What is the Difference Between a Deposit and an Advance in Clock PMS+
How to Register an Advance
Advance Use
Advance Refund
Deposit processing
Group folios, charge routing options
(7)
Group folios
Transfer of Services to Group Folio
Functions 'Transfer to default Company/Event/Agent folio'
Function 'Transfer to Company/Agent folio'
Functions 'Split by Company' and 'Split by Agent'
Charge Handling in a Group Folio
Multi-folio View
Operating screens and To-Dos
Operating screens
(5)
Rate and Availability screen
NEW Room Calendar Screen
Room Calendar screen - Old version
Occupancy Forecast Screen
Availability Adjustment
To-Dos
(3)
To-Dos - General Overview
To-Do Channels and linking them to Users
Creating and Assigning To-Dos
Guest and Company Profiles
Guest Profiles
(8)
Guest Profiles in Clock PMS+
Guest Profile fields - create and edit
Sorting, visualization and hiding of Guest profile fields
Guest Profiles - The Guest profile, Searching and Merging
The ID Processor
Masking, Retention period, and ID Processor settings
Translating Guest Profile Fields
Mailing lists and Hotel Registry
Company Profiles
(7)
Companies in Clock PMS+
How to create a Company profile
The Company profile page
Company Codes for the WBE
Company Contracts
Agents
Commission calculation module
Events management
Creating Events; The Pipeline and more
(6)
Creating an Event
The Event page overview
Sales Pipeline
Default Event Statuses and Cancelling Event
Changing PAX, dates and the effect on charges
Posting charges and the Event invoice
Blocks
(4)
Creating Blocks (for Events or Group Bookings)
Block codes
Converting Blocks to Bookings
Block Pickup Report
Activities
(5)
Activity Calendar Overview
Activity Calendar view modes
Creating and editing Activities
Templates - configuration
Creating Activities through a Template
Other
(5)
The Event Confirmation App
'Copy from' function
Event Search screens
Documents and Emails
To-Do Action Plans
Reports
(3)
Event / Groups KPI Report
Top Performing Companies
Meeting Room utilization
Housekeeping
Housekeeping operations
(7)
Housekeeping Operations - Generating the tasks for the day
Housekeepers
Housekeeping Operations - Task Assignment
Housekeeping Operations - Room Statuses, Completing/Editing Tasks, and Manual Tasks
Housekeeping Operations - HK Report, Live Monitor, Forecast, Archive
Housekeeping Operations - Lost and Found
Housekeeping - Legacy model
Housekeeper App
(2)
Housekeeper App - functional capabilities and activation
Working with the Housekeeper App
Reports, Localizations, Fiscalizations
Reports in Clock
(6)
Revenue Reporting in Clock PMS+
How does the Clock PMS+ revenue system work?
Ledger Versions - Guest, Company, Deposit
Hotel Group Reports in Clock PMS+
How virtual rooms are accounted for in occupancy data
Private Analytics
Financial control
(4)
Control of charge processing
Payment Control
Document Control
Daily audit of users (Cashier Closure)
Localisations
(7)
BELGIUM - Federal Statistics export
Feratel Deskline 3.0 (Austria, Germany, Switzerland, Liechtenstein) - Tourist tax interface
FRANCE - INSEE monthly statistics export
LUXEMBOURG - Traveller Accommodation Export
SLOVENIA - AJPES Police Guest Data Export
SWITZERLAND - Hotel statistics report (HESTA)
SWITZERLAND - TourX Digital Guest Card
Fiscalizations / Local Invoicing / e-Invoicing
(17)
AUSTRIA - Specifics of the Austrian Fiscalisation Feature in Clock PMS+
GERMANY - Specifics of the German Fiscalisation Feature in Clock PMS+
GERMANY - Necessary documents for a POS tax audit
GERMANY - Reporting of Electronic Recording System via ELSTER portal
GREECE - AADE/myDATA connection and e-Invoice with Epsilon Digital
ITALY - Italian fiscalization with Epson RT printers
ITALY - Italy Invoice Export Config
NORTH MACEDONIA - Fiscalization (Daisy FX 1300)
NORWAY - Document KID number
SLOVENIA - Fiscalization activation guide
SLOVENIA - Specifics of the Slovenian Fiscalization Feature in Clock PMS+
SWEDEN - Fiscalization (Server4POS)
SWITZERLAND - QR-Rechnung / QR-Bill
ROMANIA - Fiscalization (DxPrint Setup)
ROMANIA - Specifics of the Romanian Fiscalisation Feature in Clock PMS+
ROMANIA - e-Invoicing / RO eFactura export
PEPPOL e-Invoicing with gateway billit.eu
SOP
Clock POS
Operations - Orders (front of house + kitchen)
(7)
Taking Orders and Sending Them to the Kitchen
How to apply Modifiers
Changing the default 'Order group' of a menu item
Adding kitchen notes to an order
Issuing an Instruction to the kitchen
Using the Kitchen Monitor
Recording and managing table bookings
Operations - Bills
(9)
Applying discounts, surcharge and making items Complimentary
Transferring charges (bills) to Clock PMS+
Tracking transfers in the Reports
Card payment operations in Clock POS (with payment processor)
How to split a bill/payment
Closing a bill - posting payments, using the 'Tip' function
Closing a Bill and Issuing an Invoice
Item, payment and bill voiding
Using the Client View feature
Webinars
Clock Webinars
(1)
Pipeline Management and Guest List Import
Initial settings
Getting started
(4)
Getting Started
Integrated Billing Portal of Clock PMS+
Navigating in Clock PMS+
User Creation for System Configuration
Basic Info
(6)
Account Info
Default Hotel Email Address
Location Map
Logos and Image Library
Numbering
Multiple Accounts (Properties, Restaurants)
Rooms
(6)
Room (Unit) Types
Rooms (Units)
Auto Room allocation models
Virtual Rooms
Room Features
OOS Type
Taxes and Fees
(5)
Tax Settings
Tax Modes
City Tax
Exchange rates in Clock PMS+
Changing Tax % due to tax regulation amendments
Documents
(6)
Billing Info
Document types
Document Numbering and Payment Term for Closed Folios
Folio Printing settings
Auto send invoice via email
Document behaviour
Revenue and Charges configurations
(12)
Revenue Groups and Categories
Charge Templates - Operational Charge Templates
Charge Templates - System Charge Templates
Charge Templates - Creating and Editing
Charge Templates - 'Minibar', 'Booking (Daily)' and 'Room type auto-charge' templates
Charge Templates - Capacity Counters
Charge Templates - Discount and Surcharge
Discounts
Charge Templates - Custom Charge Fields
Charge Packages
Payment Subtypes
Revenue Date Mode
Users and User Аccess security
(7)
Users
User Groups
User Аccess security
My User
Password Policy
User Rights for Booking Operations
User Rights for Folio and Charge Operations
Other settings
(3)
Required Booking fields
Child age verification
Booking notes retention period
Rate Types and Price Management
Preliminary Settings
(7)
Guarantee Policies
Cancellation Policies
Packages - Creating Packages and adding Items
Package Management
Marketing Sources / Channels / Segments
Meals&Restaurants
Rates - other settings
Rate Types
(7)
Rate types in Clock PMS+
Base (Standard) Rates
Derived % and Derived Amount Rates
Occupancy Adaptable Rates
Per-Guest Rates
Guest Offsets
Hurdle Rates
Rate Management
(13)
Rate Management Screen - Overview
Rate Section - Creating and editing rates
Rate Search
'Seasons' Section - functional capabilities
'Days' Section - functional capabilities
How to apply a Season price?
How to apply a Day price?
Sections Mass Update, Testing and More
Rate Restrictions
City Tax Mode
Tags - Using Tags, Favourite and Company Tags
Applying and using Bonus codes, Badge and Included Discount %
Archiving a Rate Plan
Contracts with Tоur Operators (TOs)
(6)
TO Contracts - Initial settings
TO Contracts - Prices
TO Contracts - Packages
TO Contracts - Discounts
TO Contracts - Rates
TO Contracts - Copy and Archive
Online Distribution
WBE (Web Booking Engine)
(10)
Web Booking Engine (WBE) - Functional overview
Configurations
WBE Extra Services
Content customisation
Branding customisation
Integration on your website
Tracking scripts (Google Analytics)
Link Builder
Guest Login
Setting up referral codes for Influencers and tracking bookings
Multi-Hotel WBE
(3)
Multi-Hotel WBE - Overview
Multi-Hotel WBE - Configuration, Branding, Integration, Link Builder
Tracking scripts (Google Analytics) for Multi-Hotel WBE
Channel Managers
(7)
RoomCloud - Activation and Procedures
RoomCloud Setup
RoomCloud - Per Guest mapping
SiteMinder/TravelLine/Others Setup
D-Edge Setup
SmartHotel setup
Import of Company and Agent profiles from Channel managers
SynXis
(5)
SynXis Setup
SynXis - Features
SynXis - Booking Exchange
SynXis - Blocks
SynXis - Profiles
Booking.com direct connection
(3)
Booking.com connection - Specifics
Booking.com connection - Settings
Booking.com connection - Modifications and Import of existing bookings
Guest Interaction
Guest Messaging
(6)
Guest Messaging - Functional overview
Guest Messaging - Explaining modes and filters for automatic emails
Using the Visual Builder to create stunning emails
Guest Messaging - Using a Custom-designed Confirmation email
Guest Messaging - Editing the built-in Confirmation Email
Guest Messaging - Example setup of automatic mailers
Guest Portal
(4)
Guest Portal - Functional overview
Guest Portal - Settings
Guest Portal - Upgrades
Themes
Online Check-In
(3)
Online Check-In - How It Works
Online Check-In Settings
Attribute Based Sales (ABS) and Special Offers through the Online Check-in
Check-in Kiosk v.2 (Hotel Pass)
(3)
Kiosk Hardware
Check-in Kiosk - Functional Overview
Check-in Kiosk - Settings
Kiosk v.1
(2)
Clock Kiosk - Functional Overview
Clock Kiosk - Configuration
Housekeeping configration
Housekeeping configurations
(2)
Housekeeping Settings - Activities, Sectors, Credits and Common Areas
Housekeeping Settings - Activity Schemes
Events - Settings
Settings
(5)
Creating Meeting Rooms
Creating Restaurants (locations)
Creating Activity types and Setup styles
Sale Stages
Incoming emails integration (IMAP)
Languages, Content, Custom templates
Languages, Translations, Content
(3)
Languages
Common translations
App translations
Custom Templates
(3)
Custom Booking Enquiry Template
Custom Folio Templates
Changing the date format in emails and documents
Payment Enablement
Getting started - applying for a merchant account
(3)
KYC screening of your website - Requirements
After going LIVE with the Automated Payment Processing
Completing the SAQ-A Form and KYC application
Payouts, Disputing Chargebacks, Other info
(8)
Payouts and Payout delay
Handling Refunds and having enough 'In-process' funds
Reconciliation
Disputing Chargebacks
Adding Google Pay and Apple Pay as payment methods
Payments Reconcile & Payouts Reconcile Reports
Transaction refusal reasons
'Essentials' User Guide
Terminal User Manuals and Other
(5)
V400c Plus - User Manual
V400m - User Manual
P400 Plus - User Manual
Customizing the terminal
Network requirements and configuration
The Payment Autopilot
(2)
The Payment Autopilot - Configurations
The Payment Autopilot - Example tasks
Room Access Control
Room Access Control Setup
(9)
Room Access control - General settings
VisiOnline by Assa Abloy
Salto
SALTO KS - Mobile room access with a single Guest Portal click
Dormakaba (Saflok 6000 / Ambiance)
Messerschmitt
Onity
Hotek
GuestKey by Hotek
Integrations
AppConnector
(1)
AppConnector
Integrating your supported payment processor
(11)
Selecting your Payment Processor in Clock / Clock POS
WorldLine/Six Payments
Elavon Fusebox - available for North America and Caribbean region
Stripe
PayPal
Authorize.net
WorldPay Redirect/Select Junior
Adyen - Configuration
Adyen - DropIn (Alternative Payment Methods)
Adyen - Point of sale terminals
Adyen - Creating API credentials
Point of Sale
(4)
Lightspeed L-series
Lightspeed K-series
Gastronovi POS (HotAPI)
Marketman
Revenue Management
(1)
IDeaS G2/G3
Accounting and ERP
(2)
Quickbooks Online
Datev standard export - Configuration and specifics
CRM and Email Marketing
(1)
Mailchimp
Business Intelligence
(1)
STR Export
Other
System
(4)
Clock PMS+ and POS System Requirements
Data Export
PBX Interface Requirements
Changing Legal Entities: Considerations You Can't Overlook
Clock IoT Connector
(8)
Clock IoT Connector Type A - User Manual
Clock IoT Connector Type B - User Manual
Clock IoT connector - Network configuration
Clock IoT connector - Installation for fiscal printers
Clock IoT connector - Installation for restaurant/kitchen printers
Clock IoT connector - Installation for key-card/access control systems
Clock IoT connector - Installation for Elavon payment terminal
Warranty Terms
Clock POS - Configurations
Outlet Configurations
(9)
Tax Settings, Revenue Categories and additional
Tables
Kitchens
Printers
Kitchen receipts, Orders, Bills
Receipt Headers and Footers
Section POS settings
Floor Plans
User Rights for POS Operations
Menu Configurations
(5)
Creating Order Groups
Creating Menu Items
Creating Menu Groups
Creating Modifiers
Promotions
eMenu and (Online) Table Bookings
(5)
eMenu
Table Types for Web Table Booking Engine
Tables for Web Table Booking Engine
Meals for the Web Table Booking Engine
Languages and Texts
Product Updates
Latest Updates
(17)
Clock PMS+ Update (03 Jul 2025)
Clock PMS+ Update (20 May 2025)
Clock PMS+ Update (23 Apr 2025)
Clock PMS+ Update (24 Mar 2025)
Clock PMS+ Update (19 Feb 2025)
Clock PMS+ Update (14 Jan 2025)
Clock PMS+ Update (19 Nov 2024)
Clock PMS+ Update (16 Oct 2024)
Clock PMS+ Update (03 Sep 2024)
Clock PMS+ Update (31 Jul 2024)
Clock PMS+ Update (22 Jul 2024)
Clock PMS+ Update (18 Jun 2024)
Clock PMS+ Update (13 May 2024)
Clock PMS+ Update (27 Mar 2024)
Clock PMS+ Update (27 Feb 2024)
Clock PMS+ Update (06 Feb 2024)
Clock PMS+ Update (16 Jan 2024)
Updates Archive
(135)
Clock PMS+ Update (20 Nov 2023)
Clock PMS+ Update (15 Nov 2023)
Clock PMS+ Update (11 Oct 2023)
Clock PMS+ Update (21 Aug 2023)
Clock PMS+ Update (24 Jul 2023)
Clock PMS+ Update (21 Jun 2023)
Clock PMS+ Update (23 May 2023)
Clock PMS+ Update (26 Apr 2023)
Clock PMS+ Update (15 Mar 2023)
Clock PMS+ Update (09 Mar 2023)
Clock PMS+ Update (24 Jan 2023)
Clock PMS+ Updates (12 Dec 2022)
Clock PMS+ Update (15 Nov 2022)
Clock PMS+ Update (7 Oct 2022)
Clock PMS+ Update (21 Sep 2022)
Clock PMS+ Update (26 Jul 2022)
Clock PMS+ Update (28 Jun 2022)
Clock PMS+ Update (26 May 2022)
Clock PMS+ Update (27 Apr 2022)
Clock PMS+ Update (29 Mar 2022)
See all 135 articles
Solution home
Video Courses
Advanced Operations
Routing charges to company folios
Modified on: Tue, 22 Jul, 2025 at 1:17 PM
Print
Highlights from the course
Automatic charge transfer (routing) options
Transfer to default Company/Event/Agent folio
Split by Company / Split by Agent
Transfer to Company/Agent folio
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