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This guide has been reviewed against our global client base and classed as relevant to all regions

This page explains the process to follow in order to raise a good will credit for a landlordlandlord credit note or goodwill credit

1. Access landlord credit notes screen

From landlord record:

  • Right-click Payments 

  • Select Credit Note

    Image Added
Tip

To raise a credit note, see next section

To raise a goodwill credit, click here to skip to this section

Raise credit note

From the Credit Notes screen

on the landlord

For the landlord who the good will credit is to be raised for, access the landlord record:

  • Right-click Payments and select Credit Note

Image Removed2. Raise the good will

:

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  • Locate the invoice to credit against

    • in To Credit enter the amount

    • tick the box to the right

    • Click Next

  • In Credit Note details:

    Image Added

  • Check Total to credit

  • Select the Type - options are:

    Image Added

  • Enter the Description
    This is used as the narrative and will display on the landlord transaction screen & statement

  • Options are available to:

    • Print credit note

    • Store PDF credit note (stores the PDF in the landlord Documents section)

    • Email PDF credit note

  • Tick the required option(s) and click Finish

Tip

The credit note is shown on the Landlord Transactions screen

Raise goodwill credit

From the Credit Notes screen:

 

  • Click Filters and select Raise Good Will Credit

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If

  • When prompted, select:

    • the property that the goodwill relates to

When prompted, select

    • (where applicable)

    • the Nominal Account

and

    • if the credit is to include VAT

Enter

    • /GST
      The good will credit will be added to the Credit Notes screen

  • In To Credit, enter the amount to credit

,

  • and tick

the record and

  • to the left of the entry, click Next

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3. Finalise details of the good will credit

From the Credit Notes screen: 

  • Select a Type from drop down menu

    • Enter a
    Image Added

    • In Credit Note details:

      Image Added

    • Check Total to credit

    • Type will be set as Good will payment

    • Enter the Description
      This is used as the narrative and will display on the landlord transaction screen

    and

    • & statement

  • Click Finish to raise the credit

    • Image Removed

    4. Review the good will credit on the landlord ledger

    From the Landlord Details screen:

    Click Transactions 
    The good will credit will now be shown on the accountImage Removed

    • Options are available to:

      • Print credit note

      • Store PDF credit note (stores the PDF in the landlord Documents section)

      • Email PDF credit note

    • Tick the required option(s) and click Finish

    Tip

    The goodwill credit is shown on the Landlord Transactions screen

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    Excerpt
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    The process to follow in order to raise a

    ...

    credit for a landlord (including a goodwill credit)