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 → Payouts → 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.
Status: Backlog
Log in to comment and vote
No comments yet
Be the first to share your thoughts.