I’m trying to figure out how to automate sending an invoice out to my customers.
I charge my customers a percentage based on their income. So I want the invoice/statement to show…..
Booking id
OTA
Property
Dates
guest numbers
gross rental amount
my percentage amount
Ideally a total of the percentage amount (so the amount they owe me).
I can get close, but the figures on the gross and the percentage always seem to be off.
I’ve been playing with this for a few months now and am close to giving up.
Any help would be gratefully received.
It sounds like what you’re looking for can be accomplished with an Owner Statement. If you use the PM Module, you can easily customize your statement view for Owner Statements to achieve that.
https://www.ownerrez.com/support/articles/property-management-owner-statements-setup-configuration
It sounds like it but I cannot get the gross rental figure and the commission to add up. Support has suggested that i just used the net rate but of course that drops my income down which i'm not keen on doing.
Perhaps you don't have your commission set to apply to gross but to net, or to gross minus certain expenses? https://www.ownerrez.com/support/articles/property-management-commission-fee-expenses
