{"id":"tasks.service-and-invoice-policies","app":"tasks","title":"Booked-service and extension-invoice task policies","summary":"Reconcile tasks with booked services or create extension follow-up work.","url":"https://www.simultem-apps.com/wiki/tasks#service-and-invoice-policies","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.service-and-invoice-policies","resourceUri":"wiki://tasks/service-and-invoice-policies","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["Services & invoices","quantity","service date","rate-plan services","zero balance"],"sections":[{"title":"Service policies","steps":["Open Task settings → Services & invoices and add/review the intended reservation policy.","Choose its task code and enable service reconciliation.","Select service codes/IDs and whether rate-plan-included services count.","Choose each booked service date, arrival or departure as the task-date reference, with the needed offset.","Choose booked count, guest count or one as the quantity basis and review the multiplier.","Save and test a reservation with the relevant service and dates."],"notes":[]},{"title":"Extension-invoice follow-up","steps":["Use the extension-invoice policy for the intended task code.","Review the rate-plan-name condition, extension due-date offset and optional zero-balance requirement.","Save and test an extended stay, then inspect the resulting task and trace."],"notes":["Service and extension-invoice behavior are separate alternatives on a policy. The UI disables the other when one is selected."]}],"text":"# Tasks: Booked-service and extension-invoice task policies\n\nReconcile tasks with booked services or create extension follow-up work.\n\n## Service policies\n\n1. Open Task settings → Services & invoices and add/review the intended reservation policy.\n\n2. Choose its task code and enable service reconciliation.\n\n3. Select service codes/IDs and whether rate-plan-included services count.\n\n4. Choose each booked service date, arrival or departure as the task-date reference, with the needed offset.\n\n5. Choose booked count, guest count or one as the quantity basis and review the multiplier.\n\n6. Save and test a reservation with the relevant service and dates.\n\n## Extension-invoice follow-up\n\n1. Use the extension-invoice policy for the intended task code.\n\n2. Review the rate-plan-name condition, extension due-date offset and optional zero-balance requirement.\n\n3. Save and test an extended stay, then inspect the resulting task and trace.\n\nNote: Service and extension-invoice behavior are separate alternatives on a policy. The UI disables the other when one is selected.","related":[{"id":"tasks.automations","app":"tasks","title":"Build event-driven and recurring task automations","summary":"Configure trigger, conditions, task fields, due date and execution timing together.","url":"https://www.simultem-apps.com/wiki/tasks#automations","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.automations","resourceUri":"wiki://tasks/automations","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.lifecycle","app":"tasks","title":"Task codes and reservation-change policies","summary":"Control how automated work follows moved dates, units, cancellations and manual edits.","url":"https://www.simultem-apps.com/wiki/tasks#lifecycle","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.lifecycle","resourceUri":"wiki://tasks/lifecycle","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}