Learn how to send a guest invoice easily in the Finance tab of Booking View. Send invoices to Entity Invoiced, Person Booking, Lead Guest, Company, or Others. Find out the process and steps here.
In the Finance tab of Booking View, you can send an invoice to an Entity Invoiced, a Person Booking, a Lead Guest or Other for a single or multiple (recurring) invoice(s). If there is one entity for the invoice, you can click on Email Invoice.
A window will appear in which you can select Entity Invoiced or Other. For Other, you should insert Email Address and First Name. Finally, click on Send.
Note 1: If there are Recurring Invoices, you can click on the three dots in front of the desired invoice. Then, you can tap on Send Invoice.
A window will appear in which you can select Entity Invoiced, Person Booking, Lead Guest or Other.
To set the company as the recipient of the invoice, please make sure that Zeevou Company has been created beforehand.
Note that the company must be created under Contacts -> Guests -> Companies. If it’s created but still not showing, try refreshing or checking the details.
To see the invoice, go to Booking View Page-> Finance Tab -> Invoice card. Click the pen icon to edit the Entity Invoiced and set the company as the recipient. This will generate the invoice for the company, not the guest. You can click on Download PDF. You can also click on Email Invoice to send the Invoice to the company.
Note 1 : You should go to the Details tab and add the Company in the booking source section to be shown in the Finance tab.
Note 2:You can change the Entity Invoiced and regenerate the invoice.
The company is set as the recipient of the invoice in PDF file.
Here’s a step-by-step guide on setting up a Recurring Invoice for a booking in the Finance tab.
Open your desired booking.
Navigate to the Finance tab.
Locate the Invoice card and click on Recurring Invoice.
Choose Weekly or Monthly (Note that if the booking is longer than a week, Weekly appears and if longer than a month, Monthly appears too).
Select the Start Date as either First Day of Week or Booking.
Click Process to review the Recurred Invoice.
Click Save to finalize the setup.
