For a fee charged regularly, create a recurring transaction so BookingTrust applies it on a schedule. A recurring transaction is a management fee or an invoice: transaction types containing Due are management-fee types; other types create an invoice record to edit and confirm with an invoice number.
A management-fee transaction belongs to the property, not a booking. It is deducted from the owner’s earnings, added to management fees payable at disbursement, and appears on the owner’s Booking Report below the bookings, alongside property invoices.
Set up a recurring transaction
Go to Transactions > Recurring and select Add Recurring. Enter:
- The property and transaction type.
- How often the charge applies and its amount.
- The schedule start and end dates.
- Whether to use Auto Confirm. Select it to confirm the recurring transaction automatically. Otherwise, the transaction is added as pending for you to confirm when ready. We recommend Auto Confirm for management fees only; leave it unticked for invoices so you retain control over property expenses.
- The status: Active starts the schedule, On Hold pauses it, and Cancel cancels it.
- A description, which appears on the owner’s Booking Report.
Select Save. To view recurring transactions later, open Recurring from the right-hand menu.