In order to create a refund for a payment, go to the booking and click on either Finance -> Refund or click on + Refund under the Guest Refund tab. Then, a window pops up to create either Compensation Refund or Overpayment Refund. Compensation Refund (which edits the invoice, the amount due from the guest, …
As a host, you can set conditions for the payment of the bookings which are created, added, or edited by allocating instalments to them.To do so, you should create a Payment Term first. Then you may manage it by editing the terms. Create Payment Term Step 1: Go to Finances -> Guest Payments -> Payment …
There are four Add-On reference types: 1- Channel Add-Ons: If the add-on is automatically created according to your rate plan on your website or received from channels, it will be listed as Channel Add-ons. 2- Admin (Rate Plan) Add-Ons: If a booking has been created manually and its add-on comes from a rate plan, it’s …
If you want to have an expense that is recurrent – repeated, create one expense and save it by going to Finance -> Expense -> Create Expense. Then, you can make it recurrent in two ways: Click on Custom Recurrence. Here you can select how often the expense should be repeated. For example, if it …
To change Expense Types, there is no need to edit them one by one on the expense pages. Instead, go to Finance -> Expenses and double click on a cell of your choice to edit. The change will be made across its related Bookings, Expense Page, and Profit Reports. Note: If an expense is manually …
Access Level: While a Financial Office Staff has access to all the accounting and MPRs, a No Finance Office Staff does not have access to the accounting and MPRs. There are other areas to which a No Finance Office Staff has no access, such as: Invoices in a Booking Refund in a Booking Finalisation in …
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You can charge your guests for services or products with Add-ons. To make any type of Add-ons, go to Pricing- > Add-on Type and click on Create Add-on Type. A page will open on which you should insert the necessary information and finally click Save and Close. Add-on in Rate Plans: In order to …
If you want to apply the changes to your MPR (Monthly Profit Report), you can recalculate the specific month of the Investor Deal. Recalculating MPR in an Investor Deal: Step 1: Go to Contacts-> Investor Deal. Step 2: Open the Investor Deal Step 3: Click on Recalculate MPR. Step 4: Choose the month and the …
You can use Clone option, if you want to make a booking for your previous guest. This way you don’t need to enter all the details from scratch. You may prefer to create separate invoices for the upcoming bookings. Step 1: In Settings-> Organisation Configuration, under Invoice & Xero Configuration, select Generate Separated Invoice for …
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If the invoice status is Completed, to add any new changes to it, there are some steps you need to follow: 1. In Finances-> Invoices, open the desired invoice page. 2. Click on Change to Draft button. 3. Add the new changes to the booking. 4. Then come back to the invoice page, and click …
For your long-term bookings, you may prefer to create monthly or weekly invoices. Step 1: In Settings-> Organisation Configuration, under Invoice & Xero Configuration title, tick Enable Recurring Invoice box. Step 2: Specify whether you would like to have recurring invoices on Monthly or Weekly bases. Step 3: Choose whether you would like system to consider …
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In order to create an expense in Zeevou, you need to define your Expense Types first. For example, electricity, WIFI, gardening, etc. Step 1: Go to Setting->Finance -> Expense Type Step 2: Click on Create Expenses Type. Step 3: Choose the name of the Expense Type. Step 4: Keep the Deal Element as Expenses. Step …
In Finances -> Invoices, you have access to the list of all your invoices. You should click on an invoice to see its details. In the invoice page, you may see different status for an invoice: Draft, Completed, Posted and Voided. If the Doc Status shows Draft – the invoice is subject to new changes- …
To set the corporate as the recipient of the invoice, please make sure: – Zeevou Corporation has been created beforehand. – The corporation is set in the Corporation filed when creating or editing the booking. To see the invoice, click on the Finance button -> Download PDF Invoice. To Email the Invoice to the corporation, …
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When you log a payment for a guest who has several unpaid bookings, the payments will automatically get allocated in order of guests’ arrivals. To log a payment for the guest, in Contacts-> Guests -> Individuals, choose the guest and click on +Payment button at the top right of the page.
For Direct Bookings: To refund the full amount or part of it, in the booking page, click on Finance button. In the opened pop up, click on Refund . Then You can : 1- click on Process Refund option and enter the amount you want to refund. 2- click on Log Refund option, if you …
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In the booking view page, if the booking is unpaid, you can click on Finance button and choose the Payment Reminder option. In the opened pop up, you can set the date of the reminder and add a description for it. You have access to the list of payment reminders from the Menu->Finances-> Guest Payments-> …
There are seven main statuses for security deposits: Not-Authorised, Not Applicable, Guaranteed by Channel, Authorised, Released, Charged, and Partially Charged. Not-Authorised is shown when the deposit has not been authorised. Guests may not have attempted to authorise the deposit or their attempts have not been successful. Not-Authorised (Saved Card): Save Card means the system …
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If you add an add-on to a booking, you can use the payment link to collect payment.
If you want to delete an add-on from the invoice, you should take the following steps: Step 1: Go to Booking view page, Step 2: Scroll down to Add-on Section, Step 3: Click on three dots at the end of the row and click on Disapprove.
If your guest has damaged your property, you want to capture some or the whole amount of the security deposit. To do so, you should: Go to booking view page. Click on orange Finance button. Click on Charge Security Deposit. Choose the Penalty Type. You can define a Penalty Type in the Settings just for …
In Settings -> Organisation Configuration, if you choose Stripe as your Gateway, the Auto Charge/Auto Refund option becomes available. Stripe does not keep deposits for more than a week and releases them after 7 days automatically. Thus, for bookings more than a week old, you need to renew the deposit after 7 days manually (You …
Under Integrations, scroll to Xero and click on Disconnect from Xero. You will see the red button turn to a green Connect to Xero button once successful.
Make sure the booking has its status set to Checked Out. Please go to the booking, and you can Finalise or Mark as finalised under Finalise tab on top right. You should now be able to see the posted invoices in Xero’s Invoices section. The Zeevou Booking Number will be shown as the invoice’s …
In the Booking view page, click on the Finance button and choose the Generate Partial Payment Link. In the opened pop up, once you enter your preferred amount, the new payment link gets generated. You can Copy or Send the link to the guest.
If a channel collects security deposits or provides a guarantee for them, the bookings coming from that channel will automatically be marked as “Yes” under Security Deposit in Today’s Check-ins and will show as “Channel” in Booking View. If this is not the case, and if your payment gateway has been set up, the guest …
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Once you complete the integration with your payment gateway, each time a booking comes in, Zeevou will check whether the OTA has informed us or not about the capture of the payment. If the OTA has already collected payment, the booking gets marked as Channel Collect. So, the booking is set as Credit, which means …
Invoicing options: Proxy: This is for management deals where you are invoicing guests on behalf of the investor and then keep your cut from the investor for your management services at the end of the month. TOMS: This is a special VAT scheme for EU countries. Normal: This is the normal invoicing method if you …
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