> For the complete documentation index, see [llms.txt](https://docs.okup.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.okup.ai/okupai-platform/financials.md).

# Financials

Understand how your properties perform financially — revenue, occupancy, and booking trends at a glance.

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## 💰 What's in this section

The **Financials** section of the dashboard gives you two levels of insight:

* **Revenue Overview** — your home page: headline KPIs, revenue charts, and today's operations at a glance
* **Revenue Details** — a month-by-month revenue breakdown per unit, plus booking-pattern charts

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## 🔍 One set of filters, everywhere

Both pages share the same filters at the top:

* **Filter Check-In** — a **Start Date** and **End Date**; the numbers below are based on this period
* **Filter Object** — limit the view to one or more of your units
* **Filter Platform** — filter by booking source (Airbnb, Booking.com, Direct, …)

All numbers update automatically as soon as you change a filter.

{% hint style="info" %}
All amounts are shown in **EUR (€)**.
{% endhint %}

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## 📄 Invoice Documents

You can now view and download multiple types of invoice documents for each booking. This includes both original invoices and any corrections that have been issued. Access these documents directly from the booking details page.

**Steps to view/download invoices:**

1. Navigate to the booking details page.
2. Locate the **Invoice Documents** section.
3. View the list of available documents, including original and correction invoices.
4. Click **Download** to save a copy of any document.

{% hint style="info" %}
Ensure you review all available documents for a complete financial record.
{% endhint %}

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## 🧾 Billing for Property Unit Changes

When you add or remove units from your properties, the billing is adjusted accordingly:

* **Adding Units**: The system charges for the new unit immediately for the remaining billing period. This ensures that any older quantity drift is normalized without additional credits.
* **Removing Units**: The billing adjustment takes effect in the next billing cycle. No mid-cycle credits or refunds are issued for unit removals.

{% hint style="info" %}
These changes help maintain accurate billing without unexpected charges or credits.
{% endhint %}

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**➡️ Next step**

Start with the Revenue Overview — it is the first page you see after logging in.