Owners and monthly statements

Who this is for

If you manage properties for other people, the Agency plan lets you record who owns each property and send them a monthly statement of rent received, costs paid, your fee and what is due to the owner.

Set it up

1. Go to Owners and add the owner, as a person or a company, with their email address.
2. Enter Your management fee as a percentage of rent collected. Leave it at 0 if you don't charge one.
3. Edit each property you manage for them and pick the owner. Properties you own yourself stay on "I own this property".

The monthly statement

Open an owner and select Monthly statement. It shows, for the month and across all their properties, Rent received, Costs paid, Your fee and Net to owner, with every transaction listed underneath. Use the arrows to move between months.

• CSV downloads the statement as a spreadsheet.
• The page prints cleanly if you want a paper or PDF copy.
• Email to the owner sends them the statement. It is disabled until the owner has an email address.