Display upsells as line items on owner statements

Problem statement:

  • Upsells purchased by guests do not appear as line items on monthly owner statements
  • The "Upsell" option exists in statement customization settings, but enabling it does not actually display upsell transactions on the statement
  • Property managers must manually add upsell amounts as separate transactions to get them to appear on statements

Current workaround:

Manually add each upsell as a transaction line item on the reservation so it appears on the owner statement. This requires looking up the upsell payout in Settings β†’ Payouts β†’ Payout History and then creating a manual transaction for each reservation.

Impact:

  • Extra manual work for each reservation with an upsell
  • Risk of errors or omissions when manually entering upsell amounts
  • Inconsistent statement presentation for property owners
  • Time spent reconciling upsell payouts with statements

Proposed solution:

When the "Upsell" option is enabled in statement customization, upsell transactions should automatically appear as line items on owner statements, similar to how other reservation fees are displayed.

Unlock:

Property managers would have complete, accurate owner statements without manual intervention, saving time and ensuring owners see the full financial picture including all upsell revenue.

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Upvoters
Status

Backlog

Board

πŸ’‘ Feature requests

Tags

Owner's Statements

Date

5 days ago

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