Unit statement

The unit statement is the personal account view a leaseholder gets — every demand raised, every payment received, every credit applied, with running balance.

Run the report

1. Open the unit and click Statement.
2. Or open Reporting → Financial → Unit statement and pick the unit.
3. Choose the as-at date (defaults to today).
4. Optionally pick a start date (the statement begins from there) or leave blank for inception.
5. Run.

What it shows

A chronological list:

• Date — when the entry posted.
• Description — what it is (e.g. Service charge demand Q1 2026, Receipt by BACS, Credit note, Admin fee).
• Reference — the invoice or receipt number.
• Debit — money owed.
• Credit — money received or credited.
• Running balance — what the leaseholder owes after this entry.

Positive balance means the leaseholder owes money. Negative means they are in credit.

Where it appears

• On the unit page in the admin app.
• On ResidencePort for the leaseholder.
• As a PDF attachment to statement emails.
• In the year-end pack.

Send the statement

1. Open the unit's statement.
2. Click Send.
3. The PDF is emailed to the primary billable contact, or to additional addresses if specified.
4. The send is logged on the communications log.

Statement runs

For a portfolio-wide statement run (every leaseholder receives their current statement):

1. Open Reporting → Financial → Statement run.
2. Pick the scope: portfolio, site, estate.
3. Pick the as-at date.
4. Click Generate.

PropLink builds one PDF per unit and emails each leaseholder.

Customising the statement

The statement layout, branding and footer come from the statement template under Settings → Templates. Edit there to change wording or layout. Versioning applies so previously sent statements remain on the audit log as they were when issued.