Finalising a booking is a crucial step in managing reservations, ensuring that all necessary actions are completed and preventing further changes to the booking.
The booking must be in one of these statuses: Checked-out, No Show, or Cancelled.
Finalising a booking will:
Release the Security Deposit.
Post the invoice to Xero.
Prevent any further edits to the invoice.
Not let you edit the booking.
Method 1: Using the Booking Overview
Log into your Zeevou account.
Navigate to Sales→Bookings on the main menu.
On the Bookings dashboard, scroll down and select your desired booking which should be Checked-out, No Show, or Cancelled (Alternatively, you can click the three dots under Action and select View).
Click the Manage Booking arrow.
Select Finalise Booking.
Method 2: Using the All Bookings Dashboard
Navigate to Sales→Bookings on the main menu.
Click View Bookings List.
On the All Bookings dashboard, use the Filter drawer.
In the opened drawer, scroll down to the Finalisation Status section and select Awaiting Finalisation.
Click the three dots next to your desired booking and select View.
Click the Manage Booking arrow.
Select Finalise Booking.
If you need to edit a Finalised booking, you must Undo Finalisation:
View a Finalised booking.
Click Undo Finalisation in the top right corner.
Note: By taking this action, the related invoice will be voided, the Booking will become editable again and the Security Deposit is no longer available.
Filtering Finalisation Statuses:
Use the Filter drawer on the All Bookings Dashboard.
Scroll down and find the Finalisation Status section to search different statuses.
Mark Booking as Finalised
View the booking and click the Manage Booking arrow.
Choose Mark Booking as Finalised to lock the booking and prevent any changes.
Use Unmark as Finalised if changes are needed later.
How do we make a bulk edit for finalisation?
You can easily bulk finalise your bookings in Zeevou. Go to Sales→All Bookings → View All → Awaiting Finalisation tab, select your bookings, and then use the Bulk Action menu (the three dots) to finalise them all at once.
