> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paywise.de/llms.txt
> Use this file to discover all available pages before exploring further.

# apaleo

> Send open accounts-receivable invoices from apaleo to paywise for debt collection

# paywise for apaleo

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  <img src="https://mintcdn.com/paywisegmbh/wAdTkukMeudh23V7/images/integrations/apaleo-icon.png?fit=max&auto=format&n=wAdTkukMeudh23V7&q=85&s=4bfbbecf75b0bcec256638b2513eab9d" alt="apaleo" style={{width: '100%', height: '100%', objectFit: 'contain', display: 'block'}} noZoom width="128" height="127" data-path="images/integrations/apaleo-icon.png" />
</div>

paywise collects unpaid invoices. The apaleo integration lets you hand an open
accounts-receivable invoice — a stay that was checked out **on account** and
never paid — straight from your property management system to paywise, without
retyping the guest, the amount or the invoice document.

Typical cases are corporate bookings, event organisers and long-stay guests
where no card is on file and the invoice is settled by transfer.

<Note>
  paywise reads from apaleo and never writes back. Nothing in your PMS is
  changed, cancelled or marked as paid by paywise.
</Note>

## Before you start

* An apaleo account with at least one property, and the permission to authorise
  apps for it.
* A paywise account. If you do not have one yet, you can create it during the
  connection flow — you do not need to sign up first.
* At least one invoice in apaleo that is **Unpaid** and was **checked out on
  accounts receivable**. Only those are eligible; a folio still open, or one
  already settled, will not appear.

### What paywise asks for

During the connection apaleo shows you exactly which permissions paywise
requests:

| Permission          | Why paywise needs it                                                |
| ------------------- | ------------------------------------------------------------------- |
| `invoices.read`     | Read your open AR invoices, their recipient, and the invoice PDF    |
| `offline_access`    | Keep the connection alive; without it access expires after one hour |
| `openid`, `profile` | Identify the apaleo account being connected                         |

That is the complete list. paywise requests no write permission, no
reservation data and no guest profiles.

## 1. Connect apaleo to paywise

<Steps>
  <Step title="Open the connection page">
    Go to [app.paywise.de/connect/apaleo/](https://app.paywise.de/connect/apaleo/).
    If you arrived from the apaleo Store, you will already be on the paywise
    welcome page — sign in or create your paywise account there.
  </Step>

  <Step title="Start the authorisation">
    Choose **Mit apaleo verbinden**. paywise sends you to apaleo, where you log
    in with your own apaleo credentials.

    You never enter apaleo credentials into paywise. The authorisation happens
    entirely at apaleo.
  </Step>

  <Step title="Grant access at apaleo">
    apaleo shows the permissions listed above. Confirm with **Authorize**.
  </Step>

  <Step title="Confirm the connection in paywise">
    You return to paywise, which shows the **apaleo account code** it received
    and the **paywise company** the connection will belong to.

    Check both. If you do not recognise the apaleo account, cancel and confirm
    nothing — this screen exists so that a connection can never be attached to
    the wrong company silently.

    Accept the terms of use, then choose **Verbindung bestätigen**.
  </Step>
</Steps>

Once connected, the page shows the connection status, the apaleo account, the
date it was connected and the permissions that were granted.

<Note>
  One apaleo account can be connected to exactly one paywise company at a time.
  To move a connection, disconnect it in the company that currently holds it
  first.
</Note>

## 2. Submit an invoice for collection

<Steps>
  <Step title="Open the invoice picker">
    On the apaleo page in paywise, choose **Jetzt starten**.
  </Step>

  <Step title="Pick the invoices">
    paywise lists your open AR invoices live from apaleo, with the invoice
    number, the recipient, the invoice date, the due date, the total
    and the **open amount**.

    The open amount is what paywise collects. If a guest paid part of the bill
    before checkout, only the remainder is pursued.

    Search by invoice number or guest/company, filter by date, then choose
    **Hinzufügen** on each invoice you want to submit.
  </Step>

  <Step title="Check the debtor data">
    paywise fills the claim from the invoice recipient in apaleo: name, address,
    and whether the debtor is a company or a private person. The invoice PDF is
    fetched from apaleo and attached automatically.

    Review it and correct anything that is wrong or missing.
  </Step>

  <Step title="Record your payment reminder">
    apaleo has no dunning function, so paywise cannot import one. Enter how and
    when you asked the debtor to pay — in writing or verbally, the date, and any
    payment deadline you set.

    This matters legally: for consumers a reminder is normally required before
    default interest and collection costs can be claimed.
  </Step>

  <Step title="Send the order">
    Confirm how collection should start, answer the legal questions, accept the
    terms and choose **Auftrag absenden**.
  </Step>
</Steps>

From here the case is a paywise matter. You can follow its progress in your
paywise dashboard; nothing further happens in apaleo.

### Invoices that cannot be submitted

paywise deliberately refuses an invoice rather than creating a doubtful claim:

* **Not an open receivable.** Only `Unpaid` invoices of type `Initial` or
  `Correction` qualify. A cancelled invoice in apaleo is flipped to `FullyPaid`
  while its outstanding amount stays on the record, so paywise re-checks the
  status at submission time rather than trusting the list.
* **Incomplete recipient.** If the invoice carries no name or no complete
  address, paywise stops instead of creating a claim against an
  unidentifiable debtor. Complete the debitor details in apaleo and create the
  invoice again.
* **Already submitted.** An invoice already handed to paywise is shown as
  *Eingereicht* and cannot be submitted twice.

## 3. Disconnect

On the apaleo page in paywise, choose **Verbindung löschen** and confirm.

paywise revokes the authorisation at apaleo for you and then removes the
connection. **You do not need to do anything in apaleo** — the app will no
longer appear as connected to your account.

Collection orders you already submitted are unaffected: they are paywise cases
now and continue to be processed. Disconnecting only stops paywise from reading
further invoices.

To reconnect later, simply run through the connection flow again.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The invoice list is empty">
    paywise only shows invoices that are **Unpaid** and were checked out **on
    accounts receivable**. A folio that is still open, or a stay settled at
    checkout, will not appear. Check the invoice status in apaleo under
    Finanzen → Rechnungen.
  </Accordion>

  <Accordion title="An invoice could not be added">
    The most common cause is an incomplete invoice recipient — a missing name or
    address. paywise fails closed here on purpose. See *Invoices that cannot be
    submitted* above.
  </Accordion>

  <Accordion title="The connection shows as no longer valid">
    The authorisation was withdrawn at apaleo, or expired. Choose **Mit apaleo
    verbinden** on the same page to re-authorise; your previous orders are not
    affected.
  </Accordion>
</AccordionGroup>

## Questions

Write to [info@paywise.de](mailto:info@paywise.de).