Page Comparison

From the Credit Notes screen:

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• If you are crediting a paid invoice:

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• Locate click Filters and untick Only show outstanding invoices

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• If the invoice isn’t paid, the invoice to credit against should be displayed

Beside the invoice to be credited:

• in To Credit enter the amount

• tick the box to the

  right

  left

• Click Next

• In Credit Note details:

  

• Check Total to credit

• Select the Type - options are:

  

• 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

From the Credit Notes screen:

• Click Filters and select Raise Good Will Credit

  

• When prompted, select:

  • the property that the goodwill relates to (where applicable)

  • the Nominal Account

  • if the credit is to include VAT/GST
    The good will credit will be added to the Credit Notes screen

• In To Credit, enter the amount to credit and tick to the left of the entry, click Next

• In Credit Note details:

  

• 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 & 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