Owners & finance
Owner statements and payouts, guest payments and the money side.
9 videos · 27 minutes
The big picture
Owner Statements
Follow one owner through a whole month: owner defaults, co-ownership and commission, generating and reading a statement line by line, approval and release, recording the payout, and owner balances. Shown live on a real Rentibly workspace.
Step by step
How-to: Owners
7 films · 17 min · Playlist on YouTube
2:27How-to · Part 1
Owner defaults
The rules behind every owner statement: when revenue counts, cash or accrual, channel-collected money, commission and fees, and payouts. Shown live on a real Rentibly workspace.
2:17How-to · Part 2
Owner expenses and categories
Set up the expense categories your team logs costs against, record an owner-paid expense with its receipt, and keep regular costs on a schedule. Shown live on a real Rentibly workspace.
2:39How-to · Part 3
Designing the owner statement
Design how owner statements look with Statement Views: layout, columns, the gross-to-net summary, the expenses section and the PDF — with a live preview. Shown live on a real Rentibly workspace.
2:24How-to · Part 4
Importing historical statements
Moving from another system? Record the statements your owners already received, so their balance and portal carry on where you left off. Shown live on a real Rentibly workspace.
2:08How-to · Part 5
Winning new owners
Track owner leads from first contact to signed: the Owner Inquiries pipeline, adding a lead, moving it through each stage, and recording why deals are lost. Shown live on a real Rentibly workspace.
2:13How-to · Part 6
The owner portal
What your owners see when they sign in: their earnings, statements, payouts, bookings, calendar, expenses and documents. Shown live on a real Rentibly workspace.
New2:57How-to · Part 7
Your owner portal on your phone (for owners — share it with them)
Your owner portal, on the web and on your phone: sign in with a code, see what your homes have earned, open your statements and payouts, install the portal as an app on your iPhone or Android phone, and turn on notifications for new bookings, statements and payouts. Questions? Message your property manager from Chat, right inside your portal.
Prefer to read?
Step-by-step guides
- Add an owner to a property
- Add an owner contact (and keep owner leads as leads)
- Set owner defaults (recognition, payment basis, fees)
- Give an owner access to the owner portal
- Choose what an owner sees in the owner portal
- Let owners book their own stays in the owner portal
- Set up how owner statements look (Statement Views)
- Create, approve and send an owner statement
- Import past owner statements from your previous system
- See what you owe each owner (Owner Balances)
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