Page Comparison

1. Access credit note option on tenancy

From the tenancy, Accounts Functions panel:

• Click to the right of Invoicing and select Credit Note

  Image Added

• If you are crediting a paid invoice, see next step

• If you are crediting an unpaid/partially paid invoice, skip to step 3

Image Removed

2. Crediting a paid invoice

From the Credit Notes screen:

• Click Filters and untick Only show outstanding invoices

  Image Modified

  Invoices that are not outstanding are now shown

• Tick the box beside the invoice to credit

  Image Modified

• To Credit: if crediting the whole amount, leave as is
  OR over-type with the amount of rent to be credited

3. Apply a credit for unpaid/partially paid invoices

From the Credit Notes screen:

• Tick the box beside the invoice to credit

  Image Modified

• To Credit: if crediting the whole amount, leave as is
  OR over-type with the amount of rent to be credited

4. Check management fees

The corresponding management fees will also be credited (this may not be applicable in all scenarios) 

• If you still wish to charge the full management fee on the original rent, un-tick the To Credit box

Image Modified

5. Enter credit note details

• Check Total to credit

• Select the Type and enter the Description - this will display on the landlord statement

• Options are available to:

  • Print credit note

  • Store PDF credit note (stores the PDF in the tenancy Letters folder)

  • Email PDF credit note

• Tick the required option(s)

• Click Finish

  Image Modified