Page Comparison

This page will explain how to credit paid supplier invoices and the concept of marking a credit as a Recovery payment

click to Select by ticking the tick box next to it. Click Next then put in and click BACs the . is ,

Image RemovedImage Removed

Image Removed

1. Go to From the payer account (either Landlord landlord or Tenant On the tenant): From a landlord record: right-click Payments and select Credit Note (For tenants right From a tenant record: right-click Raise Invoice and select Credit Note)	Image Added
To find a paid credit note	: Click Filters and untick Only show outstanding invoices	This will show all invoices ever created against the account	Tick next to the invoice that needs to be credited	and click Next Enter a reason for the credit	Click Finish	Image Added
If payment has been made to the supplier past the point of	BACS and Cheques Run	: An option to recover supplier payments is offered	As the payer is credited the funds straight away that can be paid out elsewhere from client account funds, the system will hold back the credited amount from a future payment to the same supplier if recover is selected	Image Added
Example scenario		: £69.60 is set to recover		a future works order to the same supplier is raised, costing £80.00 and paid the system will only pay out £10.40 to the supplier while the £69.60 is recovered back in to the client account Selecting not to recover the supplier payment is dependent on the supplier repaying the funds back to you

Versions Compared