Actions settlement
In the Settlements overview you can check whether all settlements have been settled correctly. It is also possible to make a final settlement to include any corrections to reservations, as it can sometimes happen that a reservation that has already been settled is retroactively adjusted, resulting in a change in the rent.
From this overview, you can use various filter options such as the status of a settlement, period, pool settlements, labels, object, without labels, owner, hide zero settlements or you can filter by an applicable action. This allows you to filter specifically the Settlements you are looking for.
In this overview, you can also perform actions in bulk. You can also filter these via applicable action.
Each action has a different meaning. Each action is explained separately in a support article.
- Copy;
- Create concept invoices
- Create draft correction invoice
- Recalculate
- Delete
- Ignore up-to-date notifications
Depending on which action you want to perform, an exclamation mark icon may have a different meaning. It may be that a Settlements has already been invoiced and the existing settlement should be credited first.
Or there are sent Settlements that settle (part of) the same period. This means that these settlements should be credited first. It may also be the case that a Settlements is still in draft phase, meaning that it can be recalculated immediately.