---
title: "Managing Invoice"
description: "Learn to send guest invoices in Zeevou: From the Finance tab, email single or recurring invoices to Entity Invoiced, Lead Guest, Company or custom recipients. Customise recipient details and dispatch with one click—streamline your billing process today."
url: https://support.zeevou.com/en-gb/articles/471-managing-invoice
collection: "Become a Zeevou Pro"
updated: 2026-11-07
language: en-gb
---

# Managing Invoice

Learn to send guest invoices in Zeevou: From the Finance tab, email single or recurring invoices to Entity Invoiced, Lead Guest, Company or custom recipients. Customise recipient details and dispatch with one click—streamline your billing process today.

Invoices show the payments a guest needs to make for a booking. You can find each invoice on the **Booking View → Finance** tab.

![](https://staticfiles.gleap.io/ghelparticle/NJ68KIforXB1jmSWes7yWFYivXxY82dmjfeMrELbOQUDnWYtDtZDoma9WWjC5NwNKiewpslSzcd.webp)

You can email single or recurring invoices to the **Entity Invoiced, Lead Guest, Company**, or custom recipients. You can also customise the recipient details before sending the invoice.

## **View & Send a Booking Invoice**

1.  Open the booking and go to the **Finance** tab.
    
2.  Locate the **Guest** **Invoice** card.
    
3.  Click **Email Invoice**.
    

> **Note:** If **Email Invoice** is locked, a lock icon will appear next to it. Click the lock icon to open the **Unlock Message Automation** banner. This feature requires the **Message Automation** module, which also unlocks unlimited automated messages, a Unified Inbox for multi-channel communication, and AI-powered messaging. Once purchased, the lock icon will disappear, giving you full access to email invoices.

4.  If multiple recipients are available, select one of the following in the pop-up window:
    
    -   **Entity Invoiced**
        
    -   **Person Booking**
        
    -   **Lead Guest**
        
    -   **Company**
        
    -   **Other** (Enter the **Email Address** and **First Name**)
        
5.  Click **Send** to email the invoice.
    

![](https://staticfiles.gleap.io/ghelparticle/WMvidVjfDzhnGQc3bU5kkZVniWM2g0sgynUqvZz4nxo0tgBggPpqrKhs102s4Vgd1mNvHIOmrG3.webp)

### Recurring Invoices

For recurring invoices:

1.  Click the **three dots** next to the invoice.
    
2.  Select **Send Invoice**.
    
3.  Choose the recipient.
    
4.  Click **Send**.
    

![](https://staticfiles.gleap.io/ghelparticle/pIWF3rgJRJnaKhZCMvWh7MQve4Ri3S0vCic33XeSmfCaMP6KbpAvCsaq7Jc0bMRhk9YCqDq4AAz.webp)

![](https://staticfiles.gleap.io/ghelparticle/KMaTJ4yfg64mT06kYo2wOSDEOWREhIuKWF5zhegHqxceiMMOnbbdr2SZbrwfy11x82VF7i7978x.webp)

To set the company as the recipient of the invoice, please make sure that Zeevou Company has been created beforehand.

_Note 1_: The company must be created on **Guests -> Companies****.** If it’s created but still not showing, try refreshing or checking the details.

![](https://staticfiles.gleap.io/ghelparticle/jdras8DEWKzeSrBW4Kve40JlfRsv2Go9IVXaZjnS3l14BCilmxtjAZXCAqwBr9iL76d6bckabap.webp)

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 **Download PDF** or **Email Invoice** to send the Invoice to the company.

_Note 2_: You should go to the **Details** tab and add the **Company** in the booking source section to be shown in the **Finance** tab.

![](https://staticfiles.gleap.io/ghelparticle/JW7p1yOOcOtdHewt0QGEMMT8L3comi2zLWW6Tm9I5mIiz134MyCUMZb4uRNHncONLL6CvsE5yzm.png)

_Note 3_: You can change the Entity Invoiced and **regenerate** the invoice.

![](https://staticfiles.gleap.io/ghelparticle/eN1LsydNXhUEjPnt0TalfC8HF0fqoHOEuzBZFvxGG40VSjvA47HG8WogtSdlPyFSwGseZBMMQxW.webp)

To view the Invoices grid from the Zeevou menu, go to **Finance -> Invoices**. You can view the Invoices Table, including **Recipient**, **Doc No & Status**, **Date Range Covered**, **Amount**, **Booking No.**, **Remote No.**, **Xero Status**, **Description**, **Created At**, and **Action**. 

In the invoice page, you may see different statuses for an invoice: Draft, Completed, Posted and Voided.

1.  If the Doc Status shows **Draft,** the invoice is still subject to new changes. You can click the **More** button and select **Re-generate Invoice** to generate the latest version of the invoice.
    
2.  If the Doc Status shows **Completed,** the guest has checked out and the invoice changes have been finalized**.** If needed, you can click the **Post to Xero** button. Please note that Post to Xero button is available only if you have activated your integration with Xero. For the Completed status, you can also click the **Change to Draft** button and click **Re-generate button** to apply the latest changes.
    
3.  If the Doc Status shows **Posted,** the invoice has already been posted to Xero. In these cases, the **Void** button will appear to let you void the posted invoice.
    
4.  If the Doc Status shows **Voided**, the posted invoice has been voided. You can apply new changes, regenerate the invoice, and post it again.
    

You can search by **Doc** or **Booking No.** through the Search bar or different filters. There are two default filters for **Start & End Date**. You can apply other filters by clicking on the Filter icon. You can also click the Download icon to have the invoice in **XLSX** or **CSV** file format.

![](https://staticfiles.gleap.io/ghelparticle/AVa37tUy1h4PLlwmdl66B1ShKaQ250GqEj6W4C8MYvJL1H6dUuakAGhKK5me7ZvJl6kB9P3wjYM.webp)

You can click the three dots under Actions to **View** or **Delete** each invoice. You can also click each invoice to view it. On the opened page, you can view invoice details including **Description**, **Account**, **Quantity**, **Unit Price**, **Tax**, **Discount**, and **Total**.

You can also click **Post to Xero**, **Download** the invoice or **More,** to select **Email Invoice**, **Re-generate Invoice**, **Log Payment**, and **Print Settings**. Moreover, you can edit **Doc Date** and **Entity Invoice** by clicking their respective pen icons.

![](https://staticfiles.gleap.io/ghelparticle/7sUPGLfsI4xUocrhxC7CQTqGTgM9HmCrjT4hQ7NZZz5pIVSTuVijoE35ij2u8RWdHPvn8X1ZjwU.webp)

## Recurring Invoices

You can also set up a **Recurring Invoice** for a booking in the Finance tab by following these steps:

1.  Open your desired booking.
    
2.  Navigate to the **Finance** tab.
    
3.  Locate the **Invoice** card and click on **Recurring Invoice**.
    
4.  Choose **Weekly** or **Monthly** (Note that if the booking is longer than a week, “**Weekly” will** appear, and if it is longer than a month, **Monthly** will appear too).
    
5.  Select the **Start Date** as either **First Day of Week** or **Booking.**
    
6.  Click **Process** to review the **Recurred Invoice**.
    
7.  Click **Save** to finalize the setup.
    

### **Customize Invoice Settings**

Set your logo, slogan, bank account information, and footer note to be displayed on your invoices. To do so, navigate to Organisation’s **Settings**\> **Finance** tab> **Invoice** Card and turn on the toggle of your desired item.