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Invoice creation of checked out reservations with open folios in Apaleo

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Daily automation template to create invoices for folios of checked out reservations without invoices

Apps Included

Categories
Accomodation

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

apaleo
apaleo
Add City Tax Reservation

Use this if you want to add the city tax to a reservation. You must have this scope: 'reservations.manage'.

Action
apaleo
apaleo
Amend Block

Use this call to modify a block. You must have at least one of these scopes: 'blocks.manage, reservations.manage'.

Action
apaleo
apaleo
Amend Reservation

Modifies the stay-related data of a reservation. If a reservation is 'Confirmed', you can change all fields. If a reservation is 'InHouse', only changes to future time slices are possible. Changes to reservations that are in the status 'CheckedOut' or 'Canceled' are not possible at all. You must have this scope: 'reservations.manage'.

Action
apaleo
apaleo
Assign Specific Unit Reservation

Assigns a specific unit to a reservation which is in state 'Confirmed' or 'InHouse'. If the unit is not available, the call will return an error, and no unit will be assigned. You must have at least one of these scopes: 'reservations.assign-unit, reservations.manage'.

Action
apaleo
apaleo
Assign Unit Reservation

Assigns one of the available units to a reservation which is in state 'Confirmed' or 'InHouse'. You must have at least one of these scopes: 'reservations.assign-unit, reservations.manage'.

Action
apaleo
apaleo
Book Service Reservation

Use this to book a service for a specific reservation. Please note that when dates are specified, all desired dates must be specified or they will be removed if not posted to the folio. You must have this scope: 'reservations.manage'.

Action
apaleo
apaleo
Cancel Block

Cancel a specific block which is in status 'Definite' or 'Tentative'. This changes the status to 'Canceled'. You must have at least one of these scopes: 'blocks.manage, reservations.manage'.

Action
apaleo
apaleo
Cancel Invoice

For regular invoices and AR invoices that haven't been paid yet, creates a new cancellation invoice and opens the folio again. For advance invoices, creates a new cancellation invoice. You must have this scope: 'invoices.manage'.

Action
apaleo
apaleo
Cancel Payment

Sets a payment to cancelled and triggers the cancellation. You must have this scope: 'folios.manage'.

Action

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