1. Go to Agency > Commission statement. Click the small cog on the right and select Statement.
2. Click on View and Edit Scheduled Payments ยป and then click Add scheduled payment.
3. Select the payment type e.g. Should the payment/expense be scheduled on a date each month, or on every booking?
Tip: If Scheduled is selected, the amount will not generate onto the statement until the date entered underneath has been reached.
4. Select how often the payment/expense should run e.g. Every week, month etc.
5. Select whether the payment/expense should be added to owner bookings. If set to No, the payment/expense will be added to non-owner bookings only.
No, the payment expense will not be allocated to owner bookings.
All Owner Bookings, the payment/expense will be added to owner bookings only.
Only owner bookings with housekeeper required, the payment/expense will be added to owner bookings with a housekeeper required only.
Please note:
It is not possible to allocate one scheduled payment to owner bookings and non-owner bookings at the same time.
Two separate scheduled payments have to be set up.
6. Enter the amount of the payment/expense, and select Payment to owner, Expense to the owner or Owed to owner/refund.
7. Select either the owner/s the payment is to be scheduled for or the properties.
(Hold the Ctrl key or Cmd key to select multiple owners or properties.
Please note:
It is only possible to set up a specific amount.
It is not possible to set up a percentage amount.
8. Select if the payment/expense should be allocated to a supplier, and enter any commission you may be taking from this amount. If you select a supplier then this payment/expense will display on the supplier statement automatically.
Please refer to the help centre article How do I add and pay my suppliers for information as to how to pay create and pay a supplier.
9. Enter a Caption.
This will be showing in the booking when the payment has been applied.
10. Tick the box in front of Enable this Scheduled Payment and then Save.
Any scheduled payment that is set to be added to every booking will show in the owner payment tab and also the statement of the owner.
Any payment that has been scheduled for a specific date / interval, e.g. every month will be showing in the statement only.