Owner Payment Details Collector helps ensure you have the correct banking information to process monthly payouts. This article explains the automated process for collecting and maintaining up-to-date payment details from your property owners.
Note:
Owner Payment Details Collector requires the Owners Portal module to be enabled in your account.
Understand Owner Payment Details Collector
Owner Payment Details Collector performs the following actions:
- Identifies owners in your account who are missing payment details or who haven't updated payment details in a defined period.
- Sends a secure, templated request to each relevant owner to submit or update the payment details.
- Tracks owners' responses and the status of reminders.
- Escalates owners who don't respond after a set number of reminders.
How owners submit payment details
Owners provide the payment details in one of the following ways:
- Owners who use the Owners Portal regularly can update the payment details themselves within the portal.
- Owners who don’t log in to the Owners Portal receive a direct, secure link to submit the information. Guesty never stores or transmits payment details in plain-text messages.
Enable the agent
Owner Payment Details Collector works on a monthly schedule. Follow the steps below to enable the Owner Payment Details Collector in your account.
Step by step:
- Sign in to your Guesty account.
- In the side navigation menu, click
Agents hub and select Discover agents.
- Click on the "Owner relations" tab and select the Owner Payment Details Collector.
- In the side panel, click Activate agent.
Monitor the agent's activity
Each Owner Payment Details Collector run generates a report in the activity feed where you can monitor the results. The report shows the following details:
- Number of contacted owners
- Number of pending responses
- Number of owners who completed submission
Access the report
Follow the steps below to access the Owner Payment Details Collector report.
Step by step:
- Sign in to your Guesty account.
- In the side navigation menu, click
- Navigate to the Owner Payment Details Collector report and click View.
Report statuses
The Owner Payment Details Collector report displays one of the following statuses:
- "Done": All contacted owners submitted updated banking details.
- "Action needed": At least one owner didn't respond and the payout is at risk.
- "Failed": The agent couldn’t process the request due to error.
If a run has a status of "Action needed", you should take the following steps:
- Manually follow up with any non-responding owners.
- Ensure owner payment details are complete before the next payout cycle. You can learn how edit owner details in our article on adding an owner's payout method and bank details.