Often business travellers notice back home, that something is not okay with the invoice they received. apaleo allows to change the invoice recipient, to remove charges or to reopen a folio and start over (only for AR invoices).
After you correct the folio, you may find on the invoices tab, a cancellation and a correction invoice, which are automatically created in the background. You should send both to your guest.
Find the invoice
To find the invoice, navigate to the invoice list, and search by reservation or invoice number, guest, or company. You can also filter by the outstanding amount or creation date.
To make changes, navigate to the reservation the invoice is for and see the “Invoice” and “Folio” tabs.
Correct invoice recipient
Select “Actions / Billing address” if you want to correct the address of the invoice recipient.
Guest (reservation) folio:
To remove charges, select correct charges. This will enter correction mode. Select one or more charges, and finalize the correction by clicking on correct folio. Specify a reason, why you want to remove those charges, and click correct one last time, to confirm.
The charges will be moved to a new folio, and the payment will be split up, so that both are paid. You can process the charges and payments on the new folio further, and move them to other, already existing folios.
To correct charges for booking folios, you need to cancel the invoice, move the charges to another folio, split and move payments accordingly, and generate a new invoice.
Reopen folio for AR invoice
When you accidentally checked out a folio on AR (that is, not everything has been paid), you can reopen the folio, do all the changes you want to do, and create a new invoice.
When you reopen the folio, a cancellation invoice of the AR invoice will be created, so that you do not have to worry about that.