1.Runs weekly at the check time
Integrate Schedule by Zapier and scheduling tools to detect weekly check windows for weekend invoice handling.
Cancel Saturday vendor invoices and update booking records
Automatically monitor weekend-related booking records across Knack and Square. Create and update when weekend bookings appear or paired invoice identifiers show up or invoices are cancellableβso you can cancel invoices, update booking records, and email billing staff without manual paperwork.
How this automation cancels weekend invoices and updates records
When weekly weekend bookings are ready but invoices remain active, billing work piles up and cancellations get delayed. This automation searches booking records, cancels invoices, updates booking fields, and emails billing staffβso your finance team acts fast and stays accurate.
Schedule by Zapieror swap with your favorite app
2.Searches weekend bookings
Integrate Knack and database search tools to find weekend-related bookings with paired invoice identifiers.
Knackor swap with your favorite app
3.Iterates each booking id
Integrate Looping by Zapier and workflow control tools to loop through booking ids one at a time.
Looping by Zapieror swap with your favorite app
4.Retrieves and cancels invoice
Integrate Square and invoice tools to look up the invoice version and submit a cancellation.
Squareor swap with your favorite app
5.Updates booking record fields
Integrate Knack and record update tools to clear fee or status fields and write a cancellation note.
6.Emails billing staff cancellation
Integrate Microsoft Outlook and email tools to send invoice and booking details to finance recipients.
Microsoft Outlookor swap with your favorite app
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