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Set up options and surcharges for owner statements

Configure which options and surcharges are included on owner statements and determine how they are paid out to property owners.

Go to Settings > Owners > Owner settlement options/surcharges to configure which options and surcharges are included on owner statements. Whenever a configured option or surcharge is added to a reservation, it will automatically be processed on the linked owner statement.

You can filter by owner statement, option/surcharge, or calculation to quickly find a specific configuration.

Enable settlement

Before you can settle options and surcharges on the owner statement, you first need to verify the owner statement settings.

  1. Click Edit next to the relevant owner statement.

  2. Open the Owner options and surcharges tab.

  3. Verify that the option 'Settle options and surcharges as receipts on owner statement' is enabled.

Once this option is enabled, options and surcharges can be included on the owner statement.

Add a new specification

  1. Click New specification in the top-right corner.

  2. Select the appropriate owner statement.

  3. Choose the option or surcharge from your settings.

  4. Select the calculation method: total amount, percentage, or fixed amount.

  5. Click Save changes.

The selected option or surcharge will now automatically appear on the owner statement whenever it is added to a reservation.

Batch edit

If you want to apply the same settings to multiple accommodations at once, use Edit batch.

Here you can specify:

  • which owner statements to update;

  • which options or surcharges to add;

  • which calculation method to use;

  • whether existing options and surcharges should be kept or overwritten.

Important

Do you create new options or surcharges at the start of a new year? Don't forget to add them to the owner statement options and surcharges as well, so they are automatically processed on the owner statement.

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