Create and Customize Settlement Templates
Preparing clear and detailed settlements builds trust and avoids confusion. With Avantio's predefined templates, you can quickly generate consistent documents, adapting them to your communication style.
What are Settlement Templates?
These are predefined models that allow you to create settlements for owners efficiently and uniformly. They include key data such as the settled period, bookings, prepayments, and applied commissions.
Advantages of Using Templates
Time-saving in creating settlements.
Transparency in communication with owners.
Ability to duplicate and edit without losing the original format.
Documents ready to send as PDF.
Helpful Tip
Always duplicate the template before editing it. This way, you'll keep the original model and can adapt it according to each owner or situation.
Basic Content of a Standard Settlement
A template usually includes:
Header: logo, sender, and receiver.
General description: accommodation, settlement number and date, period, and currency.
Detail tables: fixed payments, payments per booking, owner expenses, prepayments.
Final summary with the total amount to be settled.
The Seven Predefined Templates from Avantio
Avantio offers seven ready-to-use models:
Standard Owner Settlement.
Commission Detail Settlement.
Standard Owner Settlement (with VAT breakdown).
Owner Settlement Booking by Booking.
Owner Settlement by Concepts and Booking by Booking.
Commission Detail Settlement with Breakdown.
Agency Commission Detail Settlement with VAT.
Attention to Details
Some templates include extras and others do not. Choose the one that best fits the transparency you want to offer.
How to Send the Settlement to the Owner
Access the completed settlement.
Download it or send it as a PDF via email.
Customize the message: it is also editable and you can style it your way.
Best Practices
Review the owner's contract configuration before generating settlements.
Keep a history of sent settlements.
Use a clean and consistent design.
Avantio's templates simplify administrative management and strengthen the relationship with owners by providing clear and professional information.
Frequently Asked Questions
Can I edit the predefined templates?
Can I edit the predefined templates?
Yes. It is recommended to duplicate them before modifying to keep the original version intact.
Which template includes the VAT breakdown?
Which template includes the VAT breakdown?
The "Standard Owner Settlement (with VAT breakdown)" and the "Agency Commission Detail Settlement with VAT."
Can settlements be sent directly to the owner?
Can settlements be sent directly to the owner?
Yes. The system allows you to attach them as a PDF to an editable email.
What happens if a contract is not configured?
What happens if a contract is not configured?
You will not be able to generate the settlement. Check the configuration in the "Contracts" section first.
Do all templates show the booking extras?
Do all templates show the booking extras?
No. Some, like the "booking by booking," do not include extras in the breakdown.