Create and manage owner statements (BETA)

✨ Feature exclusive to the Ultimate Plan!

💡 Note: This article covers the new version of owner statements available from the Reports section, which is currently in beta. If you don’t see the option to manage them in the reports, please follow the classic instructions in this article instead.

Owner statements are reports about the revenue and expenses of a specified time period for the selected rentals with the same currency.

Read about:

• Create an owner statement
• Delete an owner statement
• Mark an owner statement as paid
• Remove a recurrent statement
• Customize your statements

Create an owner statement

To create an owner statement, follow these steps:

1. Go to your left-hand menu, select Advanced, and then click on Reports.
2. Select Owner statements from the left sidebar.
3. Click the owner for whom you want to create a new statement, then select + Statement.
4. Choose whether you want the statement to be a one-time statement or a recurring statement:
   • If it’s one-time, simply select the start date and the end date.
   • If it’s recurring, choose the frequency and the first day the recurrence starts (for example, every month starting on the 3rd of each month).
     💡 Note: It is entirely possible to create multiple statements covering different, overlapping periods, for example, a monthly statement and a quarterly statement.
5. Toggle on if you want to Allocate revenue per night of stay.
   Instead of assigning the entire revenue of a reservation to a single date, the amount will be allocated night by night over the entire length of the stay. 
   🔎 Example: For a 2-night stay totaling €300, the revenue is allocated as follows: €150 for night 1 and €150 for night 2.
6. Select the rental(s) and click Generate to save your statement.

Delete an owner statement

To delete an owner statement, follow these steps:

1. Go to your left-hand menu, select Advanced, and then click on Reports.
2. Select Owner statements from the left sidebar.
3. Click the owner associated, then select the three dots to the right of the statement you want to delete and click Delete.

Mark an owner statement as paid

To mark an owner statement as paid, follow these steps:

1. Go to your left-hand menu, select Advanced, and then click on Reports.
2. Select Owner statements from the left sidebar.
3. Click the owner associated, then select the three dots to the right of the statement you want to mark as paid and click Mark as paid.

Remove a recurrent statement

If you have recurring statements set up and want to delete them to stop the automated creation of future recurring statements, follow these steps:

1. Go to your left-hand menu, select Advanced, and then click on Reports.
2. Select Owner statements from the left sidebar.
3. Click the owner whose recurring statement you want to manage, then select Recurring.
4. Click the bin icon to delete the recurring statement. Future instances of this statement will no longer appear.
   💡 Note: Deleting a recurring statement does not affect any statements that were generated before the deletion.

Customize your statements

You can add your logo to your statements. To do so, follow these steps:

1. Go to your left-hand menu, select Advanced, and then click on Reports.
2. Select Owner statements from the left sidebar.
3. Click the gear icon
4. You can add your logo, which will appear on your owner statements, by uploading or dragging a file.