Finalising a booking is a crucial step in managing reservations, ensuring that all necessary actions are completed and preventing further changes to the booking.
When to Finalise a 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.
Financial Reporting Module Requirement: Booking finalisation requires an active Financial Reporting module. If your plan does not include this module, an upgrade prompt will appear when attempting to finalise a booking.
Status Restrictions & Tooltips: If a booking is not in an eligible status (Checked-out, No Show, or Cancelled), the Finalise Booking and Mark as Finalised options will be disabled. Hovering over these options will display a tooltip reminding you to update the booking status first.
Methods to Finalise a Booking
Method 1: Using the Booking Overview Banner
Log into your Zeevou account.
Navigate to Sales → Bookings on the main menu.
Select an eligible booking that is Checked-out, No Show, or Cancelled.
On the Booking Overview tab, locate the Finalise Booking banner at the top of the page.
Click Finalise Booking (or Mark as Finalised) directly from the banner.
Method 2: Using the Booking Overview Menu
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 3: Using the All Bookings Dashboard
Navigate to Sales → Bookings on the main menu.
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.
Unlocking Finalisation
If your account does not have the Financial Reporting module:
A banner will appear at the top of the Booking Overview page indicating that finalisation is locked.
An upgrade icon will appear next to the Finalise Booking and Mark as Finalised options in the action dropdown menu.
Hovering over these locked buttons displays a tooltip explaining that an upgrade is required.
Clicking either button opens an Upgrade pop-up, allowing you to review module details and upgrade your subscription directly.
Undoing Finalisation
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.
Additional Notes
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 Mark as Finalised (either from the Booking Overview banner or the Manage Booking menu) to lock the booking without going through the step-by-step finalisation flow.
If a booking has already been marked as finalised, the menu and banner will automatically display Undo Mark as Finalised, allowing you to revert this action 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.
