1.Detect new booking
Integrate Lodgify and booking data tools to watch for new bookings to start invoice creation.
Create itemized invoices from new bookings for billing team
Automatically monitor new booking events across Lodgify and your accounting tools. Automatically create and update itemized invoices when bookings arrive or changeβso you can calculate fees, apply taxes, and bill faster without manual invoice work.
How this automation accelerates itemized invoicing
When new bookings are not converted into itemized bills fast, billing delays can slip and customer charges can be incorrect. This automation creates invoices in QuickBooks Online, calculates fees and taxes in Formatter by Zapier, and updates invoice linesβso your team can invoice quickly and consistently.
Lodgifyor swap with your favorite app
2.Creates invoice in QuickBooks
Integrate QuickBooks Online and customer matching tools to create an invoice with guest details and booking totals to launch billing.
QuickBooks Onlineor swap with your favorite app
3.Calculates fees and taxes
Integrate Formatter by Zapier and calculation tools to compute cleaning fees, payment processing fees, and tax amounts to prepare invoice lines.
Formatter by Zapieror swap with your favorite app
4.Updates invoice fee lines
Integrate QuickBooks Online and line-item tools to add cleaning and conditional service fee lines from formatter outputs to reflect extras.
5.Updates taxes and total
Integrate QuickBooks Online and tax line tools to add separate tax lines and update the invoice total line to ensure accurate billing.
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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