Quick answer
Create owner: Register an owner with tax data, payout preferences, and portal access so settlements stay clean. In Renteric, follow these key steps: Enter identity and contact details, Define tax and payout details, and Configure portal access. Finish by validating that the owner is ready to connect properties, view reports, and receive correct statements.
Before you start
- Have the legal name, id document, and contact details.
- Know the bank account or payout channel.
- Confirm whether the owner will use the owner portal.
Step by step
- 1
Enter identity and contact details
Fill in the name, document, email, phone, and internal notes so collections and support share one profile.
- 2
Define tax and payout details
Save the tax id, tax category, and receiving account so settlements are sent to the right destination.
- 3
Configure portal access
Choose whether the owner gets portal access and how much visibility they have over properties, collections, and expenses.
- 4
Link properties
Associate properties or units with ownership percentages so reporting and distributions stay consistent.
- 5
Test a statement flow
Review a sample statement or the owner portal to confirm the visible information matches expectations.
Common errors
The statement has no destination account
The bank account was not saved or was entered with incomplete data.
Return to the payout section and complete the required account reference.
The owner cannot access the portal
The invitation was never enabled or the email address is incorrect.
Fix the email and resend the invitation from the owner record.
FAQ
Can I assign multiple owners to one property?
Yes. Define ownership percentages and the statement will respect that split.
Can the owner see internal notes?
No. Internal notes remain visible only to the operations team.
Can I disable portal access without deleting the owner?
Yes. Remove portal access and keep the owner record active for history and reporting.
Video guide
What this solves
Register an owner with tax data, payout preferences, and portal access so settlements stay clean.
Enter identity and contact details
What to prepare first
Have the legal name, id document, and contact details. Know the bank account or payout channel. Confirm whether the owner will use the owner portal.
Define tax and payout details
Guided walkthrough
Enter identity and contact details: Fill in the name, document, email, phone, and internal notes so collections and support share one profile. Define tax and payout details: Save the tax id, tax category, and receiving account so settlements are sent to the right destination. Configure portal access: Choose whether the owner gets portal access and how much visibility they have over properties, collections, and expenses.
Configure portal access
How to validate the result
Link properties: Associate properties or units with ownership percentages so reporting and distributions stay consistent. Test a statement flow: Review a sample statement or the owner portal to confirm the visible information matches expectations. the owner is ready to connect properties, view reports, and receive correct statements
Test a statement flow