How to track pending, partial and completed owner payouts

Why track payout status?

With several properties and owners, it is easy to lose track of who has been paid and who is still waiting. Rezvia centralises that in the statements module, where each payout has a clear status.

The three payment statuses

Approved (payment outstanding)

The statement is approved but the payout has not been made. The owner can see the final amount in the portal, but the status shows as outstanding.

What to do: make the transfer and mark it as paid as soon as the payment goes out.

Partially paid (advance recorded)

An advance has been recorded in the statement adjustments, but the full balance is still outstanding. The statement may be approved or still in draft at this stage.

What to do: pay the remaining balance and mark the statement as paid.

Paid

The payout was made and the manager marked the statement as paid. The owner sees "Paid" in the portal.

How to see every payout at once

1. Go to Finance → Statements.

2. Use the status filter to see every Approved statement (not yet paid).

3. Sort by property or by date to prioritise.

This view makes it easy to see who needs paying and what is still open.

Worked example

A manager with three properties in May:

| Property | Status | Net | Situation |

|--------------------|--------------|-------------|---------------------|

| Example House 01 | Approved | R$ 1,800.00 | Awaiting payment |

| Example House 02 | Paid | R$ 2,200.00 | Payout settled |

| Example House 03 | Draft | — | Still under review |

In this example, Example House 01 needs to be paid before the month closes.

Important tips

Set a fixed date for owner payouts — for instance, the 10th of the following month.

Use the status filters to build a monthly list of what is outstanding.

Export the statements as PDF before marking them paid, to keep an external record.

Common mistakes

Not reviewing Approved statements at the start of the month — payouts slip without anyone noticing.

Marking one as paid by mistake — it is not easy to reverse after approval.

Not telling the owner when the payment is made — they may not check the portal on their own.

Recommended next step

See how the Operational Dashboard consolidates the financial picture of every property in a single panel.