What this is for
Settle a regular guest booking by deducting the amount from the room owner’s balance instead of collecting from the guest.
Attach every payment to a specific owner, agreement, room statement and recognition month so it lands on the right Owner Report.
Keep the payment record consistent with existing owner-source flows, but without needing an owner-source booking.
Where to find it
Open the booking you want to settle, go to the Payment tab, then click Add payment.
The Payment tab on Booking Details, with the Add payment button in the top right.
How to use it
On the Payment tab of the booking, click Add payment. The Add Payment dialog opens.
Under Select invoice for this payment, choose the invoice you want to settle. Under the Select payment option, select Direct payment, then click Next.
Under Select payment channel, open the dropdown and pick Manual payment. Stripe and Flywire are also available, but Owner Balance only appears under Manual payment.
The method list refreshes. Scroll to Owner Balance ("Bill the outstanding payment from owner’s balance") and click it to select the card, then click Next.
Review the payment summary at the top of the Statement Details step: Payment option: Direct payment, Payment channel: Manual payment - Owner Balance, Payment terms: Flexible Payment, followed by the invoice line.
Confirm the Owner Name. The room owner is pre-selected and tagged Original Room Owner. If you need a different owner, open the dropdown; the list is sorted alphabetically. Only owners with a valid agreement for this stay are usable.
Open the Agreement dropdown and choose one. Only agreements that are Ongoing or Upcoming during the booking’s stay dates are shown, each with its Start Date and End Date.
Pick the Room statement and Recognition Date. The Room statement dropdown lists the rooms tied to that agreement along with the year. The Recognition Date determines which Owner Report month the billed amount appears in — the helper text reads "The billed amount will be recognized in Other Debits in the month of this recognition date.
Set the Payment Date (defaults to today) and enter the Payment Amount you want to deduct. Invoice Amount Due is read only. The note below reads "This amount will be deducted from Owner Balance.
Attach a file and notes (optional). Drag a file into Uploaded Files or use choose a file (JPG, PNG, HEIF, PDF, max 10 MB). Add a note in the Notes box if you need one. Tick Send payment confirmation mail if you want the confirmation email sent.
Click Add payment at the bottom. The dialog closes and the payment appears in the booking’s payment list, with the amount deducted from that owner’s balance and recorded on their Owner Report for the recognition month.
Things to know
Only for non-owner bookings on the Add Payment flow. Owner Balance shows up as a method under Manual payment on the Add Payment dialog. It doesn’t replace the existing owner-source booking flow.
Owner list is filtered by agreement. Only owners with an Ongoing or Upcoming agreement that covers the booking’s stay dates can be picked. The room owner comes first with the Original Room Owner tag; the rest are sorted A–Z.
Recognition Date drives the Owner Report month. The billed amount is recorded under Other Debits in the month you pick. Pick carefully — the report month is what the owner will see.
Locked months are blocked. If the month you picked is already locked on that Owner Report, the save will fail with an error. Pick a different Recognition Date, or ask an admin to unlock the month first.
The amount comes off the owner’s balance. The Payment Amount you enter is deducted from the owner’s current balance right away.
Files, notes and confirmation mail are optional. Skip them if they’re not needed for your workflow.