Making a settlement

To settle the rental turnover with the owner, create a Settlements. Booking Experts will automatically prepare expected settlements based on the Owners' Agreements made. You can convert these expected settlements in bulk to a concept invoice. Read more information here.

Making settlements manually

Settlements can also be made manually at any time, for example if an object changes owners. Or if you need a settlement for a different period.

Creating settlements via Settlements

You can create a settlement via the Owners tab and then settlements.

Then click new. You select the property and choose the period for which you want to create a settlement.

Creating settlements via owners' card

It is also possible to create a settlement via the Owners Map. Click on the owner you want to create a settlement for. Click rent account next to the property for which you want to create a settlement. Then enter the start and end dates.

After creating a settlement, you can create a concept invoice and send it to the owner.

The Settlements created are given the status new in the overview of settlements.

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