1.Detects new or updated reservation
Integrate Guesty and reservation data tracking to detect cancellation-ready booking events for credit note processing.
Create credit notes for canceled reservations for billing
Automatically monitor new or updated reservations across Guesty and invoice tools. Create and authorize credit notes when bookings are canceled or updatedβso you can match invoices, assign cost centers, and prepare refunds without manual billing work.
How this automation speeds up authorized credit notes
When new or updated reservations change, billing delays can stall refunds and create reconciliation work. This automation finds invoice records, assigns cost centers, and creates authorized credit notesβso your team can process canceled reservations without chasing documents.
Guestyor swap with your favorite app
2.Finds property and cost centre lookup
Integrate Zapier Tables and spreadsheet lookup tools to map listing references to the right property or cost-centre inputs.
Zapier Tablesor swap with your favorite app
3.Formats dates for invoice matching
Integrate Formatter by Zapier and date utilities to adjust and output reservation dates for reliable invoice lookup.
Formatter by Zapieror swap with your favorite app
4.Finds invoice by reservation reference
Integrate Xero and accounting lookup tools to find invoices by reference and adjusted date for credit note creation.
Xeroor swap with your favorite app
5.Assigns cost centres to line items
Integrate AI by Zapier and cost-centre mapping to return cost-centre values for each credit note line item.
AI by Zapieror swap with your favorite app
6.Creates authorized credit note
Integrate Xero and credit note workflows to create an authorized credit note with mapped lines and reservation references.
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