Connecting Morning.co via Guesty Connect

Set up and use the Morning.co (Green Invoice) integration with Guesty. This integration automates the creation of draft invoices by syncing Guesty reservation data directly to a Morning.co account.

Before you begin

You must subscribe to the Guesty Connect add-on before you can connect the integration:

1. Sign in to your Guesty account.
2. In the side navigation menu, click Integrations to open the dropdown menu.
3. Select Guesty add-ons.
4. Click Guesty Connect.
5. Click subscribe.

Connect Guesty to Morning.co

Follow the steps below to connect Morning.co to Guesty. This process requires API credentials from your Morning.co account to establish a secure connection.

Step by step:

In Morning.co

1. Sign in to your Morning.co account.

2. Create an API Application in Morning.co to generate an "ID" and "Secret".

3. Copy the "ID" and "Secret" from Morning.co.

In Guesty

1. Sign in to your Guesty account.
2. In the side navigation menu, click Integrations to open the dropdown menu.
3. Select Marketplace.
4. In the search bar on the left, enter "Morning.co", then click the Morning.co thumbnail.
5. In the top-right corner, click Connect.
6. Return to the Guesty pop-up, paste the "ID" and "Secret" into the relevant fields, and click Connect.

Manage custom fields

Once the integration is active, Guesty automatically creates reservation-level custom fields. These fields control the automation logic and store information synced from Morning.co.

• morning_issue_invoice_ready: Set this to TRUE to trigger the data transfer to Morning.co.

• morning_guest_name_on_invoice: Enter the guest or company name exactly as it should appear on the invoice. This field is mandatory.

• morning_add_vat: Set this to TRUE for Israeli citizens. Morning.co treats the Guesty total as VAT-inclusive and calculates the VAT amount from that total. If set to FALSE, the total is sent without a VAT calculation.

• morning_invoice_generated: The integration marks this as TRUE once the draft is created. Don't edit this field manually.

• morning_invoice_id: This field automatically populates with the Morning.co ID after a successful sync.

• morning_invoice_link_en / morning_invoice_link_he: These fields contain direct links to the English or Hebrew draft invoices.

• morning_invoice_generation_error: If a sync fails, the specific error reason appears here for troubleshooting.

• morning_invoice_date: Specify the date the invoice should be generated for. Morning.co doesn't allow for creating an invoice with an earlier date than the date of the last document of the same type. For example, if the last tax invoice generated was on March 3, then this is the earliest date for which you’ll be able to generate another tax invoice through the API.

Understand integration features

The Morning.co integration streamlines the invoicing process by ensuring data accuracy between both platforms.

• Draft creation: The integration always creates a "Draft Invoice" in Morning.co for final review before issuance.

• Payment methods: Morning.co automatically receives the payment method used for the Guesty reservation.

• VAT logic: The tool handles Israeli tax requirements, extracting VAT from inclusive totals when prompted.

Choose a workflow

Select one of the two workflows below to manage how data reaches Morning.co.

Use the non-itemized workflow

Select this option if tax rules are already set up within Guesty. This workflow sends the reservation total as a single line to Morning.co and applies VAT to that total.

Use the itemized workflow

Select this option if taxes are not managed in Guesty. This workflow sends individual folio items, such as accommodation fares and cleaning fees, to Morning.co. The integration then applies the calculated tax to each specific item.

Use the integration

After enabling your preferred workflow strategy, the automation triggers every time you update a Guesty reservation. 

To generate the draft invoice, make sure your Guesty reservations meets the following requirements:

• The reservation status in Guesty is confirmed.

• morning_issue_invoice_ready is set to TRUE on the reservation.

• morning_guest_name_on_invoice contains text and isn't empty.

• morning_invoice_generated is either empty or set to FALSE to prevent duplicate invoices.

Payment mapping

The integration automatically processes reservation payments with a SUCCEEDED status and maps Guesty payment method IDs to the Morning.co corresponding payment types, such as credit card, bank transfer, cash, or cheque.

Post-generation sync

Once the draft invoice in status חשבונית מס / קבלה generated, the integration updates your Guesty reservation custom fields automatically:

• morning_invoice_generated updates to TRUE.

• morning_invoice_id populates with the official Morning.co Invoice ID.

• morning_invoice_link_en and morning_invoice_link_he populate with the invoices URLs in both English and Hebrew.

• morning_invoice_generation_error updates with detailed alerts if n error occurs during the invoice generation.