How can I post an invoice to Xero?

To post an invoice to Xero in Zeevou, follow these steps:

1. Navigate to Finance

   • Click on the Finance tab from the main menu.

2. Find the Invoice

   • Locate the invoice you want to post.

   • Open the invoice details.

3. Post to Xero

   • Ensure that your Xero integration is set up correctly in Zeevou Settings.

   • Click on the Post to Xero button on the top right.
     Ensure all invoice lines have an account set via your Accounting Schema. The option to 'Post to Xero' will only appear once the booking is finalized and your account details are properly set.

   • For finalised bookings, invoices are posted automatically.
     Note that if you finalise a booking manually, the invoice will have posted at the point of finalisation.

4. Confirm the Sync

   • Check the invoice status in Xero to verify that it has been posted successfully.