Statements are automatically created and updated when you reconcile bookings. Updating and editing payments or commission splits on bookings will change statements.
Sometimes, however, you may see something that needs to be adjusted when already looking at a statement. Sion provides an easy way to adjust a statement without having to leave the page.
Note: If you need help finding a statement, check out our article here.
This article will touch on the following ways to directly adjust a statement:
Add a Simple Adjustment - Add a flat amount to an invoice.
Open the Payment Window - Open the payment window on the side of the screen so that you can edit a payment quickly.
Open a Booking - With a few clicks open the details of individual bookings so that you can edit them without having to search.
Add a Simple Adjustment
If you have the appropriate permissions, you’ll see the Add Adjustment button in the right section of a Statement.
The Statement Adjustment window will open. Enter the Amount, Total, Type, Quantity, and Description for the adjustment.
When you’re done, click Add to save the adjustment amount to the statement.
Open the Payment Window
When looking at a statement, click on the record of any commission you want to edit.
The Payment section will open on the right of the statement. Here you can edit received payments and the commission split on payments without having to leave the statement!
For a refresher on editing payments, see the article here.
Open a Booking
When looking at a statement, click the payment you want to adjust.
The Payment section will open on the right of the statement. Click the View Booking button.
The Booking section will open on the right of the statement. Here you can edit the booking and the commission split without having to leave the statement!
For a refresher on editing bookings, see the article here.